Posted: 26 Mar 2017 18:24 EDT Last activity: 3 Apr 2017 9:10 EDT
Configuration of the "+New" Menu
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.
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.