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[Solved] How to remove existing top-level menu items within an EPT

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I am working within an EPT and want to override the existing top-level menu options that are visible on the dashboard. Currently, I have access to two top-level menus, Financials and Customs, that I do not want to be displayed. I am using the role type of TMS.TRANSPORTATION_MANAGER. What is the easiest way to remove these top-level menu items within my EPT?

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The easiest way to accomplish this would be to add a RoleTypeUiConfig entry for your role type of TMS.TRANSPORTATION_MANAGER within your EPT. This will allow you to rebuild your top-level menu within your EPT, providing you flexibility to manage top-level menus.

1. Open your Enterprise Process Template.ept file
2. Click the UiMetaModel tab
3. Add your RoleTypeUiConfig entry for your Role Type
4. Rebuild your top-level menu. In this example, we are using the top-level menus that were defined in TMS, so we pull these menus over within a WebActionGroupRef and ensure we state the proper Module. For our example, we have removed the menu items we do not want, such as Financials and Customs.

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5. At this point, you can submit the EPT to the server and view your changes

 

The new RoleTypeUiConfig entry within your EPT will override the RoleTypeUiConfig entry within the TMS module