Configuration of the "+New" Menu
Hello All,
There's one thing that is not totally clear to me by the end of this course. How can I configure, add, remove or create sub-level options in the list menu "+New"? For instance for the user CACSR we can see the options Phone Call, Outbound Phone Call, Inbound Correspondence and Demo Screens Pops, as per the attached screen shot.
How can I change that? I guess I've missed something here because I can't distinguish the available options from a bunch of others in the Case Types Explorer nor in the Application > Cases & Data screen.
Thx,
Duarte
Accepted Solution
Knowledge Expert
FR
Hi Sean,
Thank you for your answer. Eventually I was able to find the Navigation Rule that controlled it. Changing it was the key to my issue.
Regards,
Duarte
Pegasystems Inc.
US
Duarte
The +New menu is automatically loaded using the pyLabel property of the pyStartCase Flow in each of your Case Types. You should be able to open the pyStartCase rule and update the Short Description as shown here:
Make sure to save and then log off and log back on and you should see the menu item update.
Please let me know if this resolves your issue,
Sean
Self-Study Support Team
Accepted Solution
Knowledge Expert
FR
Hi Sean,
Thank you for your answer. Eventually I was able to find the Navigation Rule that controlled it. Changing it was the key to my issue.
Regards,
Duarte