What is three dots or command menu
In a responsive page, you may have seen pages where three dots are displayed, mostly at the extreme right corner of the page. When you click on them, you are provided with additional options based on your privileges. Many also refer to these three dots as a menu, command menu.
In this article, we will learn how to customize the three-dot menu and explore ways to restrict the list of tasks/functions associated with it.
First Example – Customize Talent Review Meeting Tasks
When a manager clicks on the three dots against any talent review meeting, he sees following menu items
- Prepare Review Content
- Grant Access
- View Notes
- View Tasks
Lets assume that our business requirement is to restrict View Tasks option for managers. In case you need to learn more about Talent Review Meeting you can go through this article » Learn to Use Oracle Talent Review Meeting Dashboard
Steps to hide View Tasks for managers
To get this done, first create a sandbox and select tool Page Composer.
Click on Create and Enter button to create a sandbox and then navigate to My Team » Talent Review
When you are on Talent Review Meetings page, click on Tools and select option Page Composer.
Now click on the Structure tab and then select the outline of the meeting region and click on Edit button as shown below.
Then drag the dock up so you can see the code as shown below.
Select the first popup after PCEpgl7 as shown in the image above and click on edit (gear icon). This will bring up Component Properties : popup screen. Click on the Display Options tab and change property of filed Child Creation and Content Delivery to immediate as shown in the image below.
Once you change the value, click on Apply button then click on OK button. Now you will see menu option and beneath that all the tasks that appear as as Prepare Review Content, View Tasks etc.
Select View Tasks and click on Edit button. You will see a new popup screen Component Properties: View Tasks on that popup screen click on the tab Display Options and uncheck the Visible option as shown the image below.
Now click on Apply and OK. This will hide the View Tasks option for managers. But remember HRs would still see the task as we have done personalization only on Talent Review Meeting for Managers (My Team » Talent Review)
If you want to hide the task for HR Specialist also from navigation My Client Group » Talent Review then navigate to that screen (My Client Group » Talent Review) and follow similar steps but this time click only on the deck with meetings
Remaining steps are going to be same. Once you have completed all tasks you will see that View Tasks option is no more available now.
Second Example – Customize Performance Document Tasks
When a performance document manager evaluates a worker, he sees following tasks after clicking on menu.
- Bypass Self-Evaluation
- Transfer
- Cancel
Lets say our requirement is to hide the Print option for managers under performance document
Steps to hide Print option for managers
To get this done, create a sandbox or continue with the sandbox you created earlier for the first example. Now navigate to My Team » Performance Overview » Click on Person Name. On this screen you should be seeing the performance document of the worker.
Click on the Tools and then select Page Composer.
Now click on the Structure tab and then select the outline of the performance document region as shown below and click on Edit button.
Then drag the dock up so you can see the code as shown below. Now click on the first popup you see after section <> deck: PCEpgl7
This will bring up Component Properties : popup screen. Click on the Display Options tab and change property of filed Child Creation and Content Delivery to immediate as we did earlier in the first example. Once done click on Apply and then OK button.
This will bring up all the tasks available under that three dots. Select the task, which you want to hide (<> commandMenuItem: Print) and then click on Edit button.
This will bring a popup window, just uncheck the visible checkbox to hide the filed as shon in the image below and then click on Apply and then OK button.
This steps will hide the Print option from menu.
Now its time to publish the sandbox. Once you publish the sandbox you will notice that print option is no more available.
Have any question?
In this article, we have discussed the process of customizing the three-dot menu by removing specific menu items that are not required for certain roles. We hope you have found this information helpful and informative. If you have any further questions or queries regarding this topic, we encourage you to post them in the Oracle HCM Community Forum at hcmfolks.com. This forum serves as an open platform for HCM experts, with the common intention of assisting and supporting one another. Please feel free to utilize this forum for any questions related to Oracle HCM.
