# Self Service Portal My Options

<figure><img src="https://1375663122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhlW9jKl7dcDggHAPhNU9%2Fuploads%2FbFmpr6Wmv5zJ7d7mAgno%2FScreenshot%202024-03-14%20at%203.19.31%20PM.png?alt=media&#x26;token=ee70508a-1c37-4073-94ed-a2d84de87360" alt=""><figcaption><p>Example My Options Menu</p></figcaption></figure>

You can create multiple Self Service portal Options menus, configuring the order of the menu item links and section headings, renaming them and regrouping as needed, as well as creating new menu links and section headings.  My Options are fully configurable for each of your portal systems:

<figure><img src="https://1375663122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhlW9jKl7dcDggHAPhNU9%2Fuploads%2Fx1fn3MguDgkItwC6lQg9%2FScreenshot%202024-03-14%20at%203.16.05%20PM.png?alt=media&#x26;token=ecde66d5-409f-4be8-b5f7-ff72c04caabc" alt=""><figcaption></figcaption></figure>

The steps are as follows:

1. Choose/create the **My Option** menu, as described below.
2. Use **Designer** to modify font, color and background of your portal menus.
3. Assign the new My Option to the Self Service portal system in **Self Service Portal Systems**.

### Creating a My Option's Menu

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### Before you start

You must have **Self Service Portal Setup** enabled within your General Access Security Role in order to configure any Self Service administration settings.
{% endhint %}

1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears.
2. In the Explorer pane, expand **Self Service Portal**.
3. Select **Self Service Portal My Options** to open the window.
4. A browse table displays all of the existing My Options. Default and Classic are provided as standard.
5. **To create new My Option Menu** select **Add** beneath the browse table to create a new row.&#x20;

<figure><img src="https://1375663122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhlW9jKl7dcDggHAPhNU9%2Fuploads%2FMZY4CFrafYngemMLyS1m%2FScreenshot%202024-03-14%20at%203.17.55%20PM.png?alt=media&#x26;token=25ea1782-bf34-4947-929d-f04a1360be86" alt=""><figcaption></figcaption></figure>

6. Click inside the new row and then type the name of the My Options item you want to create.
7. Below the browse table, the following fields are displayed:

<table data-header-hidden><thead><tr><th width="250"></th><th></th></tr></thead><tbody><tr><td>Display Name</td><td>Enter a title for the menu pane that will appear in the Self Service Portal</td></tr><tr><td>Menu Behavior</td><td><p>Choose the behavior of nested lists when their section titles are selected</p><ul><li><strong>Expand and contract</strong> inserts child menu items below their section title</li><li><strong>Pop out</strong> opens a tiered list to the right of the section title</li></ul></td></tr><tr><td>Options</td><td><p>The <strong>Available Options</strong> list shows all options that can be displayed in the pane, and <strong>Selected Options</strong> lists those items that currently appear.</p><p>The  to the left of some entries in the <strong>Selected Options</strong> list indicates that the item is a section heading and contains options within it.</p></td></tr><tr><td>Selected Option Details</td><td><p>The <strong>Label</strong> and <strong>URL</strong> of the item selected in the Selected Options pane.</p><ul><li>Change the <strong>Label</strong> if required.</li><li>Type the <strong>URL</strong> of the page to open when this option is selected in the Self Service Portal. Learn more about<a href="#config_urls"> <strong>Configuring URLs for Custom Options</strong></a> below. If creating a section title, leave this blank.</li><li>The <strong>URL</strong> field is grayed out and non-editable for all menu options except the <strong>Custom Option</strong>.</li></ul></td></tr></tbody></table>

### Creating and Updating Options <a href="#creating" id="creating"></a>

You can add and delete options that are displayed in your My Options menu, as well as changing the order in which they are displayed, and organising them into sections.

1. **To add an option at the top level**, select it in the **Available Options** table and then select **Add**.
2. **To create a section title**, select **Custom Option** in the **Available Options** table and then select **Add**. In the **Selected Option Details** overwrite its **Label** value with the title you want for the new section. Leave the **URL** field blank.
3. **To add an option so that it appears within a section**, select the section title in the **Selected Options** table, then select the option you want to add from **Available Options**, and select **Add Child**. The section title will now show  beside it, if it was not already there.
4. If **Add Child** is grayed out, you have selected an option in **Selected Options** that contains a URL, and therefore is not a section title. Options can only be added as child items to section titles.

   You can create several layers of submenu options, by creating sections as children, and then further sections as children of this submenu.
5. **To reorder the display of the options,** use the **Move Up** and **Move Down** buttons.
6. **To remove an option from the menu**, select **Remove**.
7. **To restore the default settings**, select **Restore**.
8. **To create new menu options**, select **Custom Option** from the left pane and add it to the right pane, then complete its details in the **Selected Option Details** settings. Learn more about [**Configuring URLs for Custom Options**](#config_urls) below.
9. Select  to save the changes. Provide the Change Reasons if prompted to do so.

If you have permission to access the Designer through your security role, you can change the look of the **My Options** menu pane by redesigning its features in the **Skins** tab of Designer.

## Configuring URLs for Custom Options <a href="#config_urls" id="config_urls"></a>

URLs can be a link to a page within the Self Service Portal, such as to a specific knowledge article, or to a web page outside of it such as a third-party homepage.

To link to pages outside the Self Service Portal you must enter the full address beginning with www, http, or https.

To link to pages within the Self Service Portal, you do not need the full address in the URL, you only need to include the portion of the URL that follows **?**.

For example the full address for the Self Service Portal Knowledge Search page is http\://\<server>/\<virtual\_directory>/Portal.aspx?**\&Form=KnowledgeSearchCriteria** so you would enter **\&Form=KnowledgeSearchCriteria** into the URL field.

See URLs and Access Parameters to learn more.

### Updating a My Option

{% hint style="info" %}

### Before you start

You must have **Self Service Portal Setup** enabled within your General Access Security Role in order to configure any Self Service administration settings.
{% endhint %}

1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears.
2. In the Explorer pane, expand **Self Service Portal**.
3. Select **Self Service Portal My Options** to open the window.
4. A browse table displays all of the existing **My Options**.&#x20;
5. Select the **My Option** menu you want to update.
6. Make the necessary changes.

### Deleting a My Option

{% hint style="info" %}

### Before you start

You must have **Self Service Portal Setup** enabled within your General Access Security Role in order to configure any Self Service Portal administration settings.
{% endhint %}

{% hint style="danger" %}
You cannot delete the system defined My Options titled **Default** and **Classic**.

Once deleted, My Options cannot be restored.
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1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears.
2. In the Explorer pane, expand **Self Service Portal**.
3. Select **Self Service Portal My Options** to display a browse table of existing My Options.
4. Select the **My Option** you wish to delete and select **Delete**. If the button is grayed out you have selected a system defined option which cannot be deleted and must select a different option to delete.  A warning dialog box appears for you to confirm your choice.
5. Select **Yes** to continue or **No** to cancel.
6. The deleted **My Option** disappears from view, but it is not yet deleted from the system.
7. Select to save the changes.&#x20;
8. Provide the Change Reasons if prompted to do so.