Main Menu configuration

Disable a Main Menu child item

Hide an eligible child entry while retaining its parent.

Audience: CRM administratorsPermission: AdministratorModule v2.3.0
Exact navigationAdmin Area → Setup → Menu Setup → Main Menu
Before you begin
  • Confirm the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What this guide covers

Hide an eligible child entry while retaining its parent. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

  1. Open Main Menu.
  2. Open the child options.
  3. Select Disabled.
  4. Save and verify.

Fields, choices and supported possibilities

Child disabled stateStored under the parent’s children object.

Code-backed validations and workflow rules

  • Hiding the child does not revoke direct-route permission.

Expected result and verification

  • Disable a Main Menu child item completes without a validation or permission error.
  • The refreshed report, menu or saved-template page shows the expected state.
  • A second authorised user sees only the records and navigation allowed by their core CRM permissions.

Security, privacy and operational checks

  • Test changes with a non-production record or a controlled administrator account before wider rollout.
  • Do not use navigation visibility as a substitute for core CRM record permissions.