Move a Main Menu child item
Reorder a submenu entry inside its parent. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Setup → Menu Setup → Main Menu
Before you start
- Verify 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 you’ll accomplish
Reorder a submenu entry inside its parent. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Main Menu.
- Expand/locate the parent.
- Drag the child within the parent list.
- Save and verify the submenu.
Fields and options to review
Child positionSaved in increments of 5 within the parent.
Rules the system enforces
- Children are de-duplicated by slug when the runtime menu is rebuilt.
How to confirm it worked
- 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.
Continue with related guidance
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