Menu Items are used to specify the set of entries that appear in the sidebar, launcher and user menus. Menu Items are defined for specific combinations of context, tab and action. A Menu Item maps an entry in a menu with the pages to be displayed when the item is selected.
| Field Label | API Name | Type | Notes |
| Active | cloupra__Active__c | Checkbox | Required |
| Add Page | cloupra__Add_Page__c | Lookup (Skuid__Page__C) | The page to use as the 'add' action. |
| Applies To | cloupra__Applies_To__c | Text (18) | |
| Apply to Contexts | cloupra__Apply_to_Contexts__c | Multipicklist (advice; adviceservice; analytics; answer; asset; auditsetting; authority; batch; beneficiary; category; client; cliententity; clientfactfind; clientperson; configsettings; conversation; custom1; custom2; custom3; datafeed; datamanagement; division; divisionmembership; employer; employerperson; feedgroup; feeditem; feedtemplate; goal; group; groupmembership; incomeexpense; influencer; instalment; interaction; liability; linkservice; log; memberaccount; memberaccountbenefit; menuitem; obligation; obligationtype; orionasset; participatingemployer; person; policy; policybenefit; policyowner; process; processstep; processtype; prospect; provider; providerperson; question; recommendation; relatedemployer; relationship; relationshiptype; role; rule; search; service entitlement; settings; sidebarmenuitem; snapshotdefinition; stylesettings; subfund; subtab; syndicate; syndicatedeal; tag; task; tasktemplate; teammember; timeentry; topic; wizard) | To which contexts does this Menu Item apply? |
| Class | cloupra__Class__c | Formula (Text) | CASE(TEXT(cloupra__Type__c), 'Header', 'menu-header', 'Item', 'menu-item', null) |
| Code | cloupra__Code__c | Text (100) | Unique |
| Conditional Rendering | cloupra__Conditional_Rendering__c | Textarea (32768) | |
| Context | cloupra__Context__c | Picklist (advice; adviceservice; analytics; answer; asset; auditsetting; authority; batch; beneficiary; category; client; cliententity; clientfactfind; clientperson; configsettings; conversation; custom1; custom2; custom3; datafeed; datamanagement; division; divisionmembership; employer; employerperson; feedgroup; feeditem; feedtemplate; goal; group; groupmembership; incomeexpense; influencer; instalment; interaction; liability; linkservice; log; memberaccount; memberaccountbenefit; menuitem; obligation; obligationtype; orionasset; participatingemployer; person; policy; policybenefit; policyowner; process; processstep; processtype; prospect; provider; providerperson; question; recommendation; relatedemployer; relationship; relationshiptype; role; rule; search; service entitlement; settings; sidebarmenuitem; snapshotdefinition; stylesettings; subfund; subtab; syndicate; syndicatedeal; tag; task; tasktemplate; teammember; timeentry; topic; wizard) | |
| Created By ID | CreatedById | Lookup (User) | Required |
| Created Date | CreatedDate | Datetime | Required |
| Default | cloupra__Default__c | Checkbox | Required |
| Deleted | IsDeleted | Checkbox | Required |
| Edit Page | cloupra__Edit_Page__c | Lookup (Skuid__Page__C) | The page to use as the 'edit' action. |
| Header Page | cloupra__Header_Page__c | Lookup (Skuid__Page__C) | |
| Icon | cloupra__Icon__c | Text (50) | |
| Key | cloupra__Key__c | Formula (Text) | text(cloupra__Scope__c) + '|' + text(cloupra__Context__c) + '|' + text(cloupra__Tab__c) + '|' + text(cloupra__Order__c) + IF(ISBLANK(cloupra__Applies_To__c), '', '|' + cloupra__Applies_To__c) + CASE( cloupra__Scope__c , 'launcher', '|' + SUBSTITUTE(cloupra__Label__c, ' ', '') + '|' + TEXT(CreatedDate),'usermenu', '|' + SUBSTITUTE(cloupra__Label__c, ' ', '') + '|' + TEXT(CreatedDate), '') |
| Label | cloupra__Label__c | Text (255) | |
| Last Modified By ID | LastModifiedById | Lookup (User) | Required |
| Last Modified Date | LastModifiedDate | Datetime | Required |
| Menu Item Name | Name | Text (80) | Required |
| old Context | cloupra__old_Context__c | Text (255) | |
| old Tab | cloupra__old_Tab__c | Picklist (analytics; assetsliabs; auditsettings; basics; batches; beneficiaries; benefits; categories; clients; configsettings; createclient; custom1; custom2; custom3; divisions; documents; feed; glance; goals; groups; incomeexpenses; instalments; insurance; interactions; menuitems; outcomesandactions; people; policyowners; processes; processsteps; processtypes; providers; relateddivisions; relationships; relationshiptypes; roles; services; tasks; tasktemplates; teammembers; actions; contentblocks; contentitems; factfind; outcomes) | |
| Order | cloupra__Order__c | Number (3, 2) | |
| Owner ID | OwnerId | Lookup (Group, User) | Required |
| Record ID | Id | Id (18) | Required |
| Related Menu Item | cloupra__Related_Menu_Item__c | Lookup (Cloupra__Menu_Item__C) | |
| Scope | cloupra__Scope__c | Picklist (navigation; launcher; usermenu; sidebar; subtab) | |
| Selector | cloupra__Selector__c | Textarea (255) | The name of the field to evaluate for conditional rendering. For example: "User_Type__c" |
| Sidebar? | cloupra__Sidebar__c | Checkbox | Required |
| Subtab | cloupra__Subtab__c | Picklist (assets; basics; campaignmonitor; details; docusign; feed; incomeexpenses; insurance; interactions; liabilities; matchmyemail; moneybrilliant; notes; obligations; orionassets; orionassetsdashboard; orionassetsreports; processes; riskprofiles; scope; service; snapshots; structure) | |
| System Modstamp | SystemModstamp | Datetime | Required |
| Tab | cloupra__Tab__c | Picklist (360view; actions; addepar; advice; adviceservices; allocations; analytics; answers; assetsliabs; attachments; auditsettings; basics; batches; bdportfolios; beneficiaries; benefits; calendar; campaignmonitor; categories; cliententities; clients; compliance; configsettings; contentblocks; contentitems; contributing; conversation; createclient; createprospect; custom1; custom2; custom3; datafeeds; divisions; documents; docusign; employers; feed; feedtemplates; glance; goals; googlecalendar; googledrive; groups; holdings; hubspot; incomeexpenses; influence; influencers; instalments; insurance; interactions; logs; matchmyemail; memberaccounts; menuitems; moneybrilliant; needs; obligationtypes; orionaccounts; orionassets; oriondasboard; outcomes; outcomesandactions; participating; people; policyowners; processes; processpayments; processsteps; processtypes; productneeds; prospects; providers; questions; recurringtasks; referencedocument; referral; relateddivisions; relationships; relationshiptypes; riskprofiles; roles; rules; scope; service entitlement; services; snapshotdefinitions; snapshots; startprocess; strategies; subfunds; syndicatedeals; syndicates; tags; targets; tasks; tasktemplates; teammembers; timeentries; transact; xplan) | |
| Target | cloupra__Target__c | Picklist (self; blank) | The target attribute to use for this link. |
| Trigger State Change | cloupra__Trigger_State_Change__c | Checkbox | Help text: Denotes that this menu item triggers a SPA state change when clicked, otherwise the URL is followed as a normal link. Attribute: Required |
| Type | cloupra__Type__c | Picklist (Item; Header) | |
| Url | cloupra__Url__c | Textarea (10000) | The target URL to redirect to when this item is activated. Used for non-navigation items. |
| View Page | cloupra__View_Page__c | Lookup (Skuid__Page__C) | The page to use as the 'view' action. |
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