DriveWorks Pro 16: How To: Increase the number of Menu Buttons in a CPQ Project [send feedback...]

How To: Increase the number of Menu Buttons in a CPQ Project

CPQ template Projects come with 10 Menu Buttons and 10 Overflow Buttons that can be used in the Menu Bar. These menu bar buttons are used to perform actions or interact with data.

By default, the CPQ template comes with 10 buttons but what if you have more than 10 buttons?

The CPQ template lets you easily expand the number of Menu Buttons that can be shown in the menu bar. This Help File topic provides you with a step by step guide on how to increase the number of menu buttons in a Project.

Adding more Menu Buttons to a Project

Step 1. Increase the number of Menu Button controls

  1. Open the DriveWorks Project that you want to modify.
  2. In this example, we are going to use the ListView Project from the CPQ template.
  3. Navigate to the Form called Menu Buttons.
  4. Copy the Form Control called MenuButton10.
  5. Paste it as many times as you need. For example, to create 15 Menu Buttons you would paste it five times (10 existing + 5 new).
  6. Navigate to the Form called Menu Buttons Overflow.
  7. Copy the Form Control called OverflowButton10.
  8. Paste it the same number of times as the previous Menu Buttons.
  9. Save your DriveWorks Project.

Menu Buttons overflow into the Menu Buttons Overflow when there is no space on the Form to show them.

You therefore need the same number of buttons in Overflow as Menu Buttons. This is just in case they all overflow to the Overflow Menu.

Step 2. Increase the number of rows in the MenuButtons Calculation Table

  1. Navigate to Calculation Tables and select the table called MenuButtons.
  2. The number of rows in this Calculation Table should match the number of Menu Buttons on your form.
  3. Add more rows to the Calculation Table to equal the number of Menu Buttons.
  4. Save your DriveWorks Project.

Step 3. Increase the number of rows in the ButtonPermissions Calculation Table

  1. In Calculation Tables, now select the table called ButtonPermissions.
  2. Add as many rows as needed to the ButtonPermissions table.

    ButtomPermissions is used to work out if a button should be shown to the current user. This table must contain as many rows as there are buttons on a View.

    A View may only show 10 or 15 buttons but it can have a lot more buttons assigned to it in View Buttons. This table must equal the maximum number of buttons on a single View. If this DriveWorks Project is shared by multiple Views, then this table should contain as many rows as the View with the most buttons.

  3. Save your DriveWorks Project.

Step 4. Add buttons to the CPQ template

  1. In the CPQ template, navigate to Dashboard > Admin Panel > View Buttons.
  2. Select a View from the left-hand menu.
  3. Add new buttons to the View.
  4. To view a Menu Button, make sure you set the button's permissions.

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