Review the Prerequisites

To customize the Actions menu, you need the Administration - Studio access right.

Before you start customizing the Actions menu, determine the following information:

Which tasks or locations does a user need access to from the page?
What is the next logical location in the product that a user needs after completing tasks on the page?
Have you provided the ability at an internal link destination to return to the source page?
Have you verified that users have the appropriate access rights to use options that you create? For example, if you provide a link to a page, a user must have rights to see the page.

Consider the following information as you plan how to customize options and submenus:

When you place an option in a submenu within the Actions menu, it is immediately visible to users, even users with personalized views.
The following page types do not have an Actions menu available:
- Pages that do not have a view.
- Pages that have one or more portlets (for example, dashboards).
- Pages that combine a view and portlets.
An option can be placed in a submenu on the Actions menu on any page that corresponds to a view in the object definition.