Menu Commands

The following menu commands can be used to add items to menus.

Open List View Blade

Configuring the 'Open list view blade' menu command 

The Open list view blade command in the menu designer allows you to open a specified list view in a blade for a work item. For example, you can configure a menu item to open all tasks for a matter in a blade, and configure the blade with a custom width.

For general information on customising menus, see the article Configuring menus for work types.

This video demonstrates how to configure the Open list view blade menu command:

 

 
 

Open Form Builder Blade

Configuring the 'Open form builder blade' menu command

The Open form builder blade menu command that you can add to menus and calls to action etc., allows you to open a form builder in a blade for a given work item. This is useful when you want to edit a form that is attached to a Matter's add/edit blade, by opening it in its own blade.

For general information on customising menus, see the article Configuring menus for work types.

This video demonstrates how to configure the Open form builder blade menu command:

Things to remember:

  1. The form builder definition has to be attached as an aspect of the type.
  2. The current user needs to at least have Read permission of the instance of that work item for the option to appear on the menu.
  3. If the user doesn't have the sharedo update permission on the thing that it finds on the hierarchy, then they will get the read-only view and not be able to edit.