Convert CRM Horizontal Tabs into a Dropdown Menu

This question is not answered
customHorizontalTabsDropdownMenu.txt

When you start adding many custom entities to CRM, the standard CRM horizontal tabs can become very cluttered.

A need arose to group tabs into a dropdown menu.

  

Attached is a js script that rebuilds the CRM horizontal tabs and replaces it with a custom drop down menu.  The dropdowns can be edited by changing the createNewMenuArray() script.

No security/permissions are bypassed.  All tab SQL work.

Place the script into the WWWRoot/js/custom folder and rename it to have the '.js' extension and not '.txt'. 

Tested on Sage CRM 2017 R2.

/*************************************** Change CRM horizontal tabs into dropdown menus ******************************************************
*
* 1. Add a tab by pushing the tab to the 'menusArray' in line 15. =>
* 2. The first element is Always the Tab Name
* 3. The second, third, forth, etc. elements are the tabs in the dropdown.
* 4. These have to be spelled exactly like they are in CRM.
* 5. If a tab exist in CRM but not in one of these arrays then it will appear on the end of the horizontal tabs ribbon.
* 6. If a tab exists here but not in CRM then it will not show at all.
* 7. If there is an error in this code, the whole custom tabs dropdown will fail and the default CRM horizontal tabs will show.
* 8. If the Tab Name exists in the CRM horizontal tabs, then it will also be a 'button'.
* 9. After changing this file, save it, then refresh the metadata: Select 'Refresh System Parameters' in CRM (Administration -> System -> Metadata)
* e.g. Preferences
*/
function createNewMenuArray()
{
    var menusArray = [];
    menusArray.push(["Standard CRM1","Leads","Opportunities"]);
    menusArray.push(["Cases","Cases Overdue","Custom Cases Entity"]);
    menusArray.push(["Maintenance","Projects","Solutions", "Preferences"]);

    // e.g. add new tab : note, these are not appearing as no tab named 'Item 1','Item 2','Item 3' exist.
    menusArray.push(["Tab Name1","Item 1"]);
    menusArray.push(["Tab Name2","Item 1", "Item 2"]);
    menusArray.push(["Tab Name3","Item 1", "Item 2", "Item 3"]);
    menusArray.push(["Tab Na...","Item 1", "Item 2", "Item 3", "Item ..."]);
    
    return menusArray;
}
All Replies
  • Thanks although newer versions of Sage CRM have this functionality out of the box using the more tab.

    Sage CRM specialist and all round fan! Please feel free to follow me on twitter @dannycrm