Crm Navigation Bar customization

Question

Hello Friends,
               How to add fields to the navigation bar like navigation bar customization .
  i need to add fiels like service orders.
can anyone pls help me out.
Regards,
Vijay Vikram

Answer 1

The fields in the navigation bar are separated to 2 groups :
1. Work Centers (Service Orders, Home, Calendar.. )
2. Direct Link Groups (e.g. Create Link Group or Recent Items ..)
If you want to add fields as Work Centers you have to understand first that it's not just a link but it's a folder which contains Work Center Link Groups. And note that Work Center Link Groups contains the Direct Links you are seeing in the work area.
E.g:
for adding Service Orders to your Business Role : ZCENK_BR
1. Go to business role customizing, note the Navigation Bar Profile attached to ZCENK_BR, let's say ZCENK_NB
2. Go to Navigation Bar Profile Customizing, select your Navigation Bar Profile ZCENK_NB,  go to the Assign Work Center branch of the tree structure on the left. There you add the related work centers.
3. Click New or press F5, add your work center, e.g. SRV-ORD which is Service Orders
4. That's all for navigation bar customizing, now we have to go to business role customiizing to Activate the links that Service Order Work Center contains. (This is because a navigation bar profile can be assigned to several Business Role, so a change has to be activated in each Business Role so that you don't change every business role for a little change.)
5. go to Business Role Customizing and select your Business Role
6. select on the left side hierarchy "Adjust Work Center Group Links" and check visible (in work area) or in menu(2nd level menu of the field) fields for every link you want to appear from the work center. Note that here, the first column should be the work center you have added like SRV-ORD in our case.
I hope this helps,
Cenk Sezgin