Configure custom menus for Unified Navigation

task australia Updated Sep 10, 2026 1 min read configure-custom-menu.md
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Create custom menus in the Next Experience Unified Navigation that contain just what the users need to increase productivity and efficiency.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Unified Navigation Menus.

  2. Select New.

  3. On the form, fill in the fields.

    Field Description
    Name Name of your Unified Navigation Menu.
    Menu Active Menu that is active when checked.
    Order Order that the menu appears in place of other menus.
    Application Scope of the menu. Global is the default.
    Hidden Roles Roles that this menu is hidden from.
    Visible Roles Roles that this menu is visible to.
  4. Select Submit.

  5. To configure Unified Navigation configurable menu items, select your menu from the Unified Navigation Menus list.

  6. Select New. The form displays the Application or Module field, depending on your selection.

  7. On the form, fill in the fields.

Field

Description

Menu

Name of the menu that you are adding the new menu items to.

Type

Type of menu item that you are creating.- Application

  • Module

Application or Module

Application or Module that you are adding as a menu item.

Application (scope)

Scope of the menu item. The default is Global.

Order

Order that the menu item appears in the menu list.

8. Select **Submit**.
  1. Select Save or Update.

    The new menu is displayed. If it does not appear, ensure that active is marked and then refresh your instance.

Parent Topic:Configuring the Next Experience UI

Keywords custom menuunified navigation menu
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