You can add a link to the Enable Rebate Management Insights in the Module menu. The link is configured in Advanced Configuration Options.
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Prerequisites
The user needs to have the “enable” business role assigned for the configured Enable menu items to appear. See Business Roles Admin.
Configure
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Menu Link
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Menu items (links) can be inserted into existing root-level folders (e.g., Quotes, Rebates, etc.) or placed in a root-level, creating a new root-level menu item/folder. |
Go to Administration > Configuration > System Configuration > Advanced Configuration Options.
Click the Add button to open the Add Option dialog.
In the Name field, specify the name of the option. It has to be
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pfxExternalApp_
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customMenuItems.
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In the Value field
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, specify the definition of the link (see https://pricefx.atlassian.
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Click Save Changes.
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net/wiki/spaces/KB/pages/edit-v2/5566005287#Example-of-Custom-Menu-Items-JSON-Configuration below).
Click Add to save changes and close the dialog.
Example of Custom Menu Items JSON Definition
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{
"folders": [first": {
"label": "First",
"insertBefore": "dashboards",
"items": {
"item1": {
"label": "item 1",
"href": "https://organizations.enable.com/organization/pricefx-x-enable",
"uniqueNametype": "enableRebates",
enable"
}
}
},
"enable-rebates": {
"label": "Enable Rebates",
"insertAfter": "rebate-manager",
"positionIndex": 8"items": {
"Dashboard": {
"label": "Dashboard",
"href": "https://dev-uk.deal-track.com/Client/pfx-int-dev-2/Sso/Saml2/SignIn?ReturnUrl=%2FClient%2Fpfx-int-dev-2%2FDashboard",
"type": "enable"
},
"tradingPrograms": {
"label": "Trading Programs",
"href": "https://dev-uk.deal-track.com/Client/pfx-int-dev-2/Sso/Saml2/SignIn?ReturnUrl=%2FClient%2Fpfx-int-dev-2%2Ftrading-programs-list",
"type": "enable",
"allowedBusinessRoles": [
"enable"
]
},
"programEarnings": {
"label": "Program Earnings",
"href": "https://dev-uk.deal-track.com/Client/pfx-int-dev-2/Sso/Saml2/SignIn?ReturnUrl=%2FClient%2Fpfx-int-dev-2%2FReports%2FDealEarnings",
"type": "enable",
"itemsallowedBusinessRoles": [
"enable"
]
},
"creditorsReport": {
"label": "Finance - Creditors Report",
"href": "https://dev-uk.deal-track.com/Client/pfx-int-dev-2/Sso/Saml2/SignIn?ReturnUrl=%2FClient%2Fpfx-int-dev-2%2FCash%2FCreditorsReport",
"uniqueNametype": "tradingProgramsListenable",
"allowedBusinessRoles": [
"enable"
]
}
}
},
"second": {
"label": "Trading Programs List",
"Second",
"insertAfter": "enable-rebates",
"items": {
"item2": {
"label": "Folder",
"href": "https://organizations.enable.com/organization/pricefx-x-enable",
"type": "enable",
"items": {
"typesubItem1": {
"Enablelabel": "Sub Item 1",
} ],"href": "https://organizations.enable.com/organization/pricefx-x-enable/subitem1",
"subfolderstype": [] "enable"
}
}
}
}
]
} |
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Used Advanced Configuration Fields
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}
} |
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If the specified folder already exists, the item will be inserted into it, otherwise, a new folder will be created. |
The JSON configuration of the menu items (above) is reflected in the Pricefx module menu:
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Root-level folders do not have permission sets. So, if a user does not have permission to view certain root-level folders but has access to a custom item within that root-level folder, they will only see the custom menu item in that folder. |
Available Advanced Configuration Option Properties
Property | Description | |||||
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| Defines a the label for folders and items. | |||||
| Specifies the position of a menu item in the Module menu, placing it before the item specified in this property. | |||||
| Defines Specifies the position of a menu item in the Module menu, placing it after the item specified in this property. | |||||
| Defines a the list of menu items in a folder. Can also be used to create sub-folders. | |||||
| Defines an the actual URL to for the Enable Rebate Management Insights. | |||||
| Restricts access to the menu item to users with the specified business roles. | |||||
| Defines a the type of a menu item and determines the icon used for it. Default Value: Enable
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| Defines a list of subfolder menu items
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