Adding items to a system menu

[Former Member]

We are looking at creating a custom navigation structure to help users create Agreement Types. There will probably be over 20 of these when we are done.

For example

Create Agreement

Purchasing

Material <-- goes to an Agreement type

Services <-- goes to an Agreement type

Sales

Freight <-- goes to an Agreement type

Other

Non-disclosure <-- goes to an Agreement type

Etc.

Is it possible to modify the system.toolbar.navigation toolbar? It looks like the only modifications we can make are to show/hide or change the name.

The other possibility we are looking at is creating an IFrame which has URL links to create these .. is this feasible? Can agreement creation be initiated by a simple URL or does it require a form submission with tokens and such?

thanks

[james_wojnicki · Accepted solution]

Have you considered using the template functionality and adjusting the sql so that the appropriate Agreements become available for the users?

[Former Member · Accepted solution]

I don't think that would meet our business requirements, as some people need the ability to create any agreement type .. but I am curious .. which SQL would I adjust and how?

[james_wojnicki]

When you create an agreement from a template there is a Query Group that contains a set of Query Definitions. Run through the process of creating a agreement from a template and colletct the Query Defintion Names.

Then go into the Query Definition Object from the setup menu and search for these query defintions. You can adjust the queries so that they look at the user and only show the agreement based on a users parameter. The SQL can be done multiple ways.

[Former Member]

We are now investigating the possibility of directing users to the "Contract Management -> Agreements -> Create Master Agreeement From Template" menu item and modifying the query there.

We made a copy of the existing query FCI-CreateFromMasterAgreementTemplate and added it to query group FCI-ContractSRMCreateList, which is the one linked to that menu item. We made our custom one the default query, and checked "Remove Query from Selection List" for the stock query.

However, we have run into two problems

- Even though we made our custom query the default, both show up and the stock query is still the default. (If you choose our custom query from the drop down, then it becomes the only one in the list??)

- The link in our custom query doesn't take you to a Create Agreement From Template screen, it just directs you to the template in view mode. The link is also missing the "Create From" in front of it

Has some of the functionality been hard coded WRT the stock query FCI-CreateFromMasterAgreementTemplate?

Is there any way to modify the stock query? We don't get an Edit button.