Creating Menu Items¶

Use Helper Procedures (Recommended)¶

Helper procedures encapsulate required defaults and validation:

spMFContextMenuHeadingItem
spMFContextMenuActionItem

Creating a Heading¶

EXEC dbo.spMFContextMenuHeadingItem
     @MenuName        = N'Integration Operations',
     @PriorMenu       = NULL,         -- position relative to another heading
     @IsRemove        = 0,            -- set 1 to remove
     @IsObjectContextMenu = 0,        -- 1 to scope heading to object-context only
     @UserGroup       = N'ContextMenu';

Creating an Action Item¶

Minimal asynchronous object-context example:

EXEC dbo.spMFContextMenuActionItem
     @ActionName      = N'Republish Customer',
     @ProcedureName   = N'custom.RepublishCustomer',
     @Description     = N'Republish selected customer from SQL to M-Files',
     @RelatedMenu     = N'Integration Operations',
     @IsRemove        = 0,
     @IsObjectContext = 1,
     @IsWeblink       = 0,
     @IsAsynchronous  = 1,
     @IsStateAction   = 0,
     @PriorAction     = NULL,
     @UserGroup       = N'ContextMenu';

URL / Web Link Item¶

EXEC dbo.spMFContextMenuActionItem
     @ActionName      = N'Support Portal',
     @ProcedureName   = N'https://support.example.com', -- stored in Action column
     @Description     = N'Open support knowledge base',
     @RelatedMenu     = N'Tools',
     @IsRemove        = 0,
     @IsObjectContext = 0,
     @IsWeblink       = 1,
     @IsAsynchronous  = 1,
     @IsStateAction   = 0,
     @PriorAction     = NULL,
     @UserGroup       = N'ContextMenu';

Workflow State Target (Action Type 5)¶

Define item referencing state handler procedure:

EXEC dbo.spMFContextMenuActionItem
     @ActionName      = N'VendorApproved',
     @ProcedureName   = N'custom.StateAction_VendorApproved',
     @Description     = NULL,
     @RelatedMenu     = NULL,         -- not shown in menu
     @IsRemove        = 0,
     @IsObjectContext = 0,
     @IsWeblink       = 0,
     @IsAsynchronous  = 1,
     @IsStateAction   = 1,
     @PriorAction     = NULL,
     @UserGroup       = N'ContextMenu';

Manual INSERT (Not Preferred)¶

Use only for advanced bulk scripting; mirror columns produced by helpers. Always test in non‑production.

Sorting & Ordering¶

Headings get their own SortOrder sequence; actions scoped within a heading have independent ordering.
Use @PriorMenu / @PriorAction parameters to splice without renumbering entire sets.

Change / Remove Items¶

Set @IsRemove=1 for logical removal via helpers (preserves audit trail rows / potential history patterns).
For permanent purge in dev/test environments you may TRUNCATE then rebuild via scripted seed set.

Validation Checklist¶

Unique ActionName within functional scope.
ProcedureName deployed & signature validated (action-types-and-behavior).
User group present and populated.
ISAsync = 1 unless immediate synchronous feedback required and runtime < 2s.

Next Steps¶

Wire workflow scripts if needed (Workflow and Event Handlers).