Card Menus

Preparations

Decide what card menu options you like to have in the Board. You can have menus on both colums and on the cards.
Each Column can have its own menu setting and the card menu can also differ depending on which column the card is located in.


New Card Menu

To create a new card menu go to subtab Card Menu
Click on New Card Meny

CARD MENU NAME - Name in menu (we recommend that the name starts with New, View or Edit)

CARD MENU TYPE - Select where you want this board to be available

  • Show on Card - This menu will be available to select on the card (use when action is related to the card)

  • Show in Column - This menu will be available to select in the column header (use when action is related to record type and for this particular column - could be create a New Task with same status as the column)

  • Show in Header - This menu will be available to select in the board (use when action is related to the board)

ORDER IN MENU - Specified where in the menu drop down this menu will be displayed

CLOSE WINDOW AFTER SUBMIT - If the Card Menu opens a page in Netsuite that can be saved/submitted, this checkbox close the window after the user submits the page

RELOAD BOARD AFTER SUBMIT - Related to field "CLOSE WINDOW AFTER SUBMIT". In some circumstances the whole board needs to be reloaded due to a Card Menu Action.This checkbox ensures that the kanban is reloaded after submit. Works only if field "CLOSE WINDOW AFTER SUBMIT" is checked.

ACTION CREATES NEW CARD IN BOARD - Check this field if the Card Menu Action produces a new Card on the board. The card will be added to correct column without reloading the whole Board

UPDATE CARD AFTER SUBMIT - Forces Board to read and render the card after submitting the opened form


ICON - Choose an item that will show as a prefix in the drop down menu for this menu option.
We recommend to use the following icons to produce the same the appearance across different Boards

  • Eye for view current record

  • Edit for edit current record

  • Dollar for new transactions

  • Pencil-Square for new Note

  • Child for new Contact

  • Envelope for new emails

  • Clock for new time entries

  • Check for new Tasks

  • Mobile for new phone calls

  • Plus for new Records

  • Calendar for new Events

ACTION TYPE - How do you want the record to open up

  • Popup Window

  • New tab

TASK - In this menu you can find all predefined Menu actions.

NOTE! All options are not valid in all cases - For example "Transform an Opportunity to Estimate" is only applicable if you are working with Record Type Opportunity.

If the menu option you are looking for is not available, you can create a new Task
See section Below New Menu Tasks.

URL (ORIGINAL) - shows how the url is set up for this menu option

URL (WITH PARAMETERS) - shows the url with the ID that you chose in the field ID

ID - Select which value you would like to replace the dynamic value in the (Original) url with.
The most used value is [CARD ID] that sets the id from current record in the URL.

WIDTH - Set width in percent (only applicable if you use Action Type Popup Window)

HEIGHT - Set height in percent (only applicable if you use Action Type Popup Window)


New Menu Tasks

NAME - Name of menu . Recommedation is that the name starts with New, View, Edit, View/Edit

URL - Put in the URL you'd like to open from this menu option

To create a new URL do as follows


    • Navigate to your Netsuite page and examine the URL:

      • https://<accountid>.app.netsuite.com/app/accounting/transactions/opprtnty.nl?id=7&whence=&e=T

    • Remove the base URL:

      • /app/accounting/transactions/opprtnty.nl?id=7&whence=&e=T

        • If &e=T exist, leave it as is. Name should start with Edit if you only want to use this menu option for opening the record in edit mode.
          If &e=F exist, leave it as is. Name should start with View if you only want to use this menu option for opening the record in view mode.
          if &e=T           exist and you would like to use this menu option for both edit and view, then exchange that part after e= to &e={edit}

          • /app/accounting/transactions/opprtnty.nl?id=7&whence=&e={edit}
            Name should start with View/Edit

      • If internal id in URL should be replaced to create a dynamic url, change the internal id numbers to {id}
        In this example re        place 7 with {id}
        /app/accounting/transactions/opprtnty.nl?id=7&whence=&e={edit}
        /app/accounting/transactions/opprtnty.nl?id={id}&whence=&e={edit}

      • If there is a descriptive name that should be replaced to create a dynamic url, change the name with {name}:


When you have saved this URL and you are back on the Card Menu form, just set the ID field and if applicable set EDIT field to View or Edit.




Publish Menu Tasks

When all menus are created go to sub tab Card Menu

Mark the columns in which you want the card Menus to appear

ON DOUBLE CLICK CARD - It is here you set what happens when you double click on a card - In this example it will open the card in edit view