Add a Menu to a Flexcard (Managed Package)

For the managed package runtime, create a menu from a list of actions on a Flexcard. Style the menu button, and each action in the menu's dropdown. Add any action type available in the Flexcard Designer.

1. From the Flexcard Designer, drag a Menu element into a state on the canvas.
2. (Optional) From the Properties panel, update the element name in the Element Name field.
3. (Optional) In the Label field, enter the visible label of the menu button.
   

   Note

   Beginning Summer '21, Label supports concatenated strings. Combine plain text and supported merge fields. For example, Update {AccountName}.

4. (Optional) To change the default menu button icon, from the Icon field perform one of the following tasks:

   • Enter the name of the icon, such as utility:arrowdown. See Salesforce Lightning Design System.

   • Click the search icon in the input field, and perform one of the following tasks:

     • Click to select an icon from the list available, and click Save.

     • Search for an icon in the search field, click an icon to select it, and click Save.

5. (Optional) To disable scrolling in the dropdown when there are more than 5 menu items, uncheck Enable Overflow.
6. (Optional) To change the position of the dropdown menu, select a new position from the Dropdown Position dropdown. The default is left.
7. (Optional) To change the size of the dropdown menu, select a new size from the Dropdown Size dropdown.
8. (Optional) To select a style variant, select a new style from the Variant dropdown.
9. (Optional) To change the position of the icon in the menu button relative to the label, select a new position from the Icon Position dropdown.
10. (Optional) To adjust the size of the icon in the menu button, select a new size from the Icon Size dropdown.
11. To add actions, for each action, click + Add New Action. See Add a Click Event to a Flexcard Element (Managed Package) to configure the action properties.

    • Beginning Winter '22, to add conditions that must be met for the action to display in the menu, click + Add New next to Conditions. See Add Conditions to a Flexcard Element (Managed Package).

    • To update the position of the action icon relative to the label, select a new position from the Icon Position dropdown.

    • To enable menu items to reflect status level notifications like Error, Success, and Warning, select the class from the Status dropdown.

12. (Optional) To add conditions that must be met for the element to display, see Add Conditions to a Flexcard Element (Managed Package).
13. (Optional) To style your menu element, click Style to open the Style panel, and see Flexcards Menu Style Properties (Managed Package).
14. Beginning Summer '22, to use your mouse and keyboard to open or close the menu and move through the menu items, see the following options:

    • When the menu button is in focus, to open or close the menu, click with your mouse, press the enter/return key. You can also click outside the menu element to close the menu.

    • When the menu button or a menu item is in focus, to close the menu, press the tab or esc key. If you press the tab key, the focus moves to the next item on the page.

    • To go through the menu items, use the up and down arrow keys.

• Flexcards Menu Properties (Managed Package)
  For the managed package runtime, menu element properties are configurable in the Property Panel when you select a Menu element in the Flexcard Designer. With the Menu element, create a menu from a list of actions.