Main Menu configuration

Move a Main Menu child item

Reorder a submenu entry inside 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

Reorder a submenu entry inside 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. Expand/locate the parent.
  3. Drag the child within the parent list.
  4. Save and verify the submenu.

Fields, choices and supported possibilities

Child positionSaved in increments of 5 within the parent.

Code-backed validations and workflow rules

  • Children are de-duplicated by slug when the runtime menu is rebuilt.

Expected result and verification

  • Move 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.