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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure custom menus for Unified Navigation

Create custom menus in the Next Experience Unified Navigation that contain just what the users need to increase productivity and efficiency.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Unified Navigation Menus.

  2. Select New.

  3. On the form, fill in the fields.

    FieldDescription
    NameName of your Unified Navigation Menu.
    Menu ActiveMenu that is active when checked.
    OrderOrder that the menu appears in place of other menus.
    ApplicationScope of the menu. Global is the default.
    Hidden RolesRoles that this menu is hidden from.
    Visible RolesRoles that this menu is visible to.
  4. Select Submit.

  5. To configure Unified Navigation configurable menu items, select your menu from the Unified Navigation Menus list.

  6. Select New. The form displays the Application or Module field, depending on your selection.

  7. On the form, fill in the fields.

FieldDescription
MenuName of the menu that you are adding the new menu items to.
TypeType of menu item that you are creating.- Application - Module
Application or ModuleApplication or Module that you are adding as a menu item.
Application \(scope\)Scope of the menu item. The default is Global.
OrderOrder that the menu item appears in the menu list.
  1. Select Submit.

  2. Select Save or Update.

    The new menu is displayed. If it does not appear, ensure that active is marked and then refresh your instance.

Parent Topic:Configuring the Next Experience UI