Editing Menus
When working with a case in Pika, a series of tabs is visible at the top of the screen. Typically, these menu tabs include items such as Case Info, Notes, Eligibility, and Documents. If your organization has created additional Pika pages that you would like to appear as a menu tab, you can edit your menus so that these additional pages appear as menu tabs.
For information about how to create new pages in Pika, please see the section on Creating New Pika Pages.
Create php file that will generate the screen, named “case-” name of case tab module .php. Copy one of the other tabs we’ve already done, then make modifications.
(Use example that fill e-mailed. Put sample code in Wiki.) Then put page in modules folder on Pika site.
Then create HTML file for template. Create normal HTML form and use regular Pika template tags. Upload file to subtemplates folder. Make sure form fields are formatted for PHP.
To create a new menu tab, click the Site Map link in the Quick Links menu at the bottom of the Pika screen. Then, click the "Menus and Special Tables" link under the System Settings header of the Site Map screen.
On the screen that follows, click the bulleted link called "funding." The screen that follows will look like this:
To add a new menu, first determine where in the order of tabs you want your new menu to appear. For example, if you want to add a source called "New Funder" at the bottom of the funding list, place your cursor at the end of the line that reads "4 | Title III" and press return/enter to add a new line. In this new line, type the menu name you defined when creating the new page (see Creating New Pika Pages for more information). Enter a space, then a pipe character. Enter another space, then enter a name for your new menu. You may name the menu anything you want. In this example, we'll assume that the menu named you defined when creating the new page is "5" and that you want to call the tab "New Funder." Enter this information as follows:
Now, click the "Save" button at the bottom of the page. The new menu will now appear as an option in each case file.
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