Managing Roles › How to Implement a Custom Menu Tree

How to Implement a Custom Menu Tree

For many sites, the predefined menu trees are sufficient. There can be situations, however, when you want to customize a role by implementing a custom menu tree for it.

In most cases, it is easier to start with a copy of a predefined menu tree and then add, remove, or reorganize nodes within the hierarchy. Alternatively, you can create a menu tree and construct an all new hierarchy of nodes.

You can use either of the following methods to make custom menu tree available to a role:

• Replace the menu tree in the web form (Start Page) for the tab that shows the original admin_tree.
• Create a web form and attach the new web form with the new menu tree to a tab.

To implement a custom menu, perform the following tasks:

1. Copy one of the predefined menu trees.

   Note: Make a note of value you enter in the Code field.

2. Create a web form using the following field values:
   • Type: HTMPL
   • Resource:

     $cgi?SID=$SESSION.SID+FID=123+OP=DISPLAY_FORM+HTMPL=admin_main_role.htmpl+KEEP.tree_code=menu_tree_code
     

     Note: Specify the value of the code for the menu tree you created in Step 1 for menu_tree_code. The admin_main_role.htmpl code uses the value of the KEEP.tree_code variable as its menu tree.

3. Create a tab record using the following field values:
   • Starting Page: The web form you created in Step 2
   • Menu Bar: Administration

   Note: Administration is a generic menu bar used by many roles; it is not role-specific.

4. Assign the tab you created in Step 3 to the role you want to have access to the custom menu tree.
5. Log out of CA SDM and log back in again.

   The Administration tab displays your custom menu tree.

More information:

Create a Web Form Record