Card Menus
Card Menus
Embedded Files
Preparations
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
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
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 replace 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
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
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