Service Modules > Scheduling and Optimization > Service Board > Max for Administrators > Scheduler and Crew Manager Configuration > About List Views > Working With Notifications and Menus > Configuring Action Menus
 
Configuring Action Menus
You can configure Action Menu options for the following:
Tab
Item
Location
Scheduler
Job Cards
Scheduler Job List
Scheduler Resource List
Scheduler Calendar
Appointments
Scheduler Calendar
Crew Manager
Resource Cards
Crew Resource List
Crew List
Crew Calendar
Map
Job Cards
Map Job List
Resource Cards
Map Resource List
* 
Configurable Action Menus are not supported for Appointments on the Multi-Resource Calendar and Project Gantt.
To configure Action Menus:
1. In Max Designer, on the Developer Tools () launchpad menu, expand the User Interfaces section and click Controls, and then in the top left corner, click Create ().
2. On the New Control page, complete the fields as follows:
Field
Value
Description
Name
The name you want to use for the new menu option.
Identifier
Auto-generated based on the name you specify.
Namespace
The namespace where you want to define the control.
Parent Control
Service Board Action Menu Parent Control
Filters the options available in the Control Type field.
Control Type
Service Board Crew Menu Item (Crew Manager)
Crew Column on Crew Manager Calendar
Service Board Job Card Menu Item (Scheduler/Map)
Job Cards on Scheduler and Map
Service Board Resource Card Menu Item (Crew Manager)
Resource Cards on Crew Manager Resource List
Service Board Resource Menu Item (Scheduler/Map)
Resource Column on Scheduler Calendar, Resource Cards on Map
Service Board Appointment Menu Item (Scheduler)
Appointments on Scheduler Calendar
Service Board Multiple Appointments Menu Item (Scheduler)
Appointments on Scheduler Calendar
Label
The text you want to show for the new option in the UI.
Optional value. If not specified, the Name value is used by default.
3. On the Behavior tab, in the Target field, click New Tab, Current Tab, or Custom Operation, and then in the Client Code field, enter JavaScript to specify a custom URL to open when the menu option is selected.
Parameter
Description
recordid
The Record ID value of the Job, Resource, or Appointment record in Service Board.
sfdchostname
The hostname of the Salesforce org for the tenant.
externalid
The ID of the referenced Work Order, Technician/Equipment, or Event record in Salesforce.
externaluserid
The ID of the Salesforce User record for the relevant technician.
externalresourceid
The ID of the Technician/Crew for the referenced Salesfore Event record.
* 
Used only for the Service Board Appointment Menu Item (Scheduler) Control Type.
externaljobid
The ID of the referenced Salesforce Work Order for the referenced Salesforce Event record.
* 
Used only for the Service Board Appointment Menu Item (Scheduler) Control Type.
* 
For custom menu options that support Multi-Appointment selection, parameters are replaced a comma-separated list of the related values of the selected Appointments.
Examples
◦ The following JavaScript code can be implemented to open https://[Salesforce hostname]/a1g3i000000TxB4AAK, where a1g3i000000TxB4AAK is the ID of the Salesforce record referenced by the selected Service Board record.
https://sfdchostname/externalid
◦ The following JavaScript code can be implemented to open https://[Service Board hostname]/sb-admin/index.html#/c505e03b-9640-470f-a609-c8b4af6bf797/svmx_job/364c8d23-3b48-4455-bb15-f9d68045f00 where 364c8d23-3b48-4455-bb15-f9d68045f005 is the Record ID of the selected Job record. This example opens the selected Job record in Service Board Admin:
/sb-admin/index.html#/c505e03b-9640-470f-a609-c8b4af6bf797/svmx_job/recordid
◦ To retain any of the standard parameters as part of the URL, customReplaceKeyMap code can be configured with a case-insensitive key and value.
{
  "url": "http://xxxxxx/customRecordId/recordId/svmx_job/customExternalId/externalId",
  "recordid": "customRecordId",
  "externalId": "customExternalId"
}
4. Save the record, and then on the Development Actions () launchpad menu, in the Development Actions section, click Synchronize Translations.
5. In the newly created Control record, on the Relations tab, in the list, click Translations, and then in the Related Translations list, click the first entry to open the related record.
6. On the Translation record page, to the right of the Translations field, click Go To Translation Editor (), and then in the Translations list, add all the translations.
7. If needed, repeat the previous step for any additional items in the Translations list.
8. Optionally, to configure access control, in the Control record, on the System Info tab, in the Record area, select the Private check box and save the record, and then in the top right corner, on the Options () menu, click Share.
9. To finish configuring access control, in the lower pane, select the users, roles, and groups to which you want to grant access, and then click Share.
For more information:
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