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11 - Create a Menu Item

Last updated 12/12/2023

This documentation will explain how to add a menu item for the Portfolio application.

When you create a menu item, you can attach any action, except if you are creating a menu item that will hold a sub-menu.

Five's Actions
  • Charts
  • Custom Actions
  • Forms
  • Data Views
  • Dashboards
  • Mail Merges
  • Processes
  • Reports
1. Click Visual in the menu.

2. Click Menus in the sub-menu.


Menus Menu Item
Figure 1 - Menus menu item

tip
The menu records you can see in the list were created by Five's Form Wizard!

Add the Daily Volume Menu Item​

1. Click the Add Item button.

2. Type Daily Volume in the Caption field.

3. Type 4 in the Menu Order field.

4. Click the lookup icon in the Action field and select DailyVolumeDashboard (Dashboard).

5. Optional: Click the Edit button in the Icon field and open an image file.


Add the Daily Volume Menu Item
Figure 2 - Add the Daily Volume menu item

6. Click the Save button in the form app bar.


Save Button
Figure 3 - Save button

tip
This is a good time to run the Portfolio application to check your Daily Volume dashboard!

Daily Volume dashboard
Figure 4 - Daily Volume dashboard