Edit a Link for a Menu

Edit a hyperlink for a custom menu that displays at the top of the ProcessMaker Platform user interface.

Edit a Link for a Menu

Package Required

The Dynamic UI package must be installed to edit a link for a menu.

Setting Required to Edit a Menu Link You Did Not Create

Your user account must have the Make this user a Super Admin setting selected to edit a menu link that you did not create.

Follow these steps to edit a menu:

1. View all menus in your organization. The Menus tab displays:

   
2. Click the Edit iconfor the menu in which to edit a link. The Links tab displays links for the selected menu. Links display from top to bottom in the Links tab as they display in the menu, left to right.
3. Click the Edit iconfor the link to edit. The Create Link screen displays with the setting values of the link.
4. Edit the following settings as necessary:

   • In the Link Text setting, edit a unique name for the link. This is a required setting if an icon is not selected from the Icon setting.

   • From the Icon setting, select an icon to display to the left of the link text. This is a required setting if the Link Text setting does not contain a value.

   • From the Color Variant setting, select a color to display for the link. Both the link text and the icon display in the selected color. Select from one of the following options:

     • black: Black-colored. This is the default option.

     • danger: Red-colored

     • info: Teal-colored

     • primary: Blue-colored

     • secondary: Gray-colored

     • success: Green-colored

     • warning: Yellow-colored

     • white: White-colored

   • In the URL setting, edit the URL that links to the location. See the following regarding how to locate the URL for these ProcessMaker locations:

     • Locate the URL to start a Request via Web Entry

     • Locate a Task page URL

     • Locate a Collection's URL

     • Locate a Saved Search's URL

     • Locate a dashboard's URL

   • Select the Open in a new window checkbox to open the link in a new browser window.

5. Click Save.

Related Topics

pageWhat is a Menu?pageView MenuspageCreate a MenupageLocate the URL for ProcessMaker Platform LocationspageCreate a Link for a MenupageDelete a Link from a MenupageDelete a Link from a MenupageSort the Order of Links in a MenupageDelete a MenupageMenu Design Best PracticespageConfigure a Custom Home Page and/or a MenupageDynamic UI PackagepageWhat is a Package?