KB322487: How to Rearrange the Shortcuts in the Create Menu Using MicroStrategy SDK 10.5

Using the Web Customization Editor to create a plug-in 
Strategy SDK provides a Web Customization Editor that can be used to create a customization plug-in. The following steps guide you in creating the plug-in and deploying it.

1. Launch the Web Customization Editor
2. Create a new plug-in and give it a meaningful name. For example: RearrangeCreateMenu. 
3. Click on Strategy Web Configuration inside the Application Settings view to expand the hierarchical tree. The expanded list comprises the different settings that can be modified to perform customizations.
4. Click on Pages to expand the list of Strategy Web Pages.
5. Double-click on the createOptions Page.
6. Click the Template Properties tab.
7. Make sure the Default tab is selected.
8. Click the Edit Shortcuts button under the Display Components section to launch the Template Shortcuts Wizard.
9. Select Remove all shortcuts. Please note that in this specific scenario this will NOT remove the shortcuts but will create a copy of all of them inside your plugin in a pageConfig.xml file.
10. Click Next.
11. Click Finish.
12. Save your changes.
13. In your plugin folder, go to plugin_name\WEB-INF\xml and open the pageConfig.xml that was created in step 9.
14. To sort the shortcut lists change their tag 'position=' accordingly.
15. To sort the shortcuts within a shortcut list insert the tag 'position=' to each shortcut node and specify the desired order.
16. For example, the create shortcut list node seen in the above screenshot looks as follow after rearranging it:                                                                                                                                       
    

    
    <shortcut-list name="create" position="0">
    <shortcut append-state="true" desc="New Dashboard" desc-id="mstrWeb.9929" feature-id="dhtml;create-analysis" onclick="return submitCreateIVELink(this,event);" href="" iframe="false" name="scNewIVE" position="2">
    <event XMLmerge_id="1" event-id="com.Strategy.web.app.beans.EnumServletEvents.WebEventCreateBlankVI"/>
    </shortcut>
    <shortcut append-state="true" desc="New Report" desc-id="mstrWeb.9930" feature-id="create-view-reports" onclick="return submitCreateRptAndRWDLink(this,event);" href="" iframe="false" name="template" position="0">
    <event XMLmerge_id="1" event-id="com.Strategy.web.app.beans.EnumServletEvents.WebEventOpenCreate"/>
    </shortcut>
    <shortcut append-state="true" desc="New Document" desc-id="mstrWeb.5898" feature-id="template-documents;dhtml;documents-design-mode" onclick="return submitCreateRptAndRWDLink(this,event);" href="" iframe="false" name="templateDoc" position="1">
    <event XMLmerge_id="1" event-id="com.Strategy.web.app.beans.EnumServletEvents.WebEventOpenCreateDocument"/>
    </shortcut>
    </shortcut-list> 

    
    
17. Save your changes.
18. Restart the Web Server.
19. Launch Strategy Web to view the customization

 
The example provided in this document is provided “as-is” and user has read the following customization warning:
ADDITIONAL INFORMATION:
The Strategy SDK allows you to customize several Strategy products and extend and integrate the Strategy business intelligence functionality into other applications. However, before changing the way Strategy products look or behave, it is helpful to understand how the application is built. For more information regarding the Strategy products or the process of customizing Strategy products, please refer to MicroStrategy Developer Hub.
To access the Strategy Developer Hub, you must have access to the Strategy Knowledge Base, you must have purchased the Strategy SDK, and you must be current on your Strategy maintenance agreement. If you are a US-based business and believe that you satisfy all three of these conditions but you do not have access to the Strategy Developer Hub, please contact Strategy Technical Support at support@microstrategy.com or at (703) 848-8700. If you are an international business, please contact Strategy Technical Support at the appropriate email address or phone number found at https://www.microstrategy.com/us/services/support/contact.
CUSTOMIZATION WARNING:
This customization is provided as a convenience to Strategy users and is only directly applicable to the version stated. While this code may apply to other releases directly, Strategy Technical Support makes no guarantees that the code provided will apply to any future or previous builds. In the event of a code change in future builds, Strategy Technical Support makes no guarantee that an updated version of this particular customization will be provided. In the event of a code change in future builds, Strategy may not be able to provide additional code on this matter even though this customization is provided at this time for this specific build. For enhancements to this customization or to incorporate similar functionality into other versions, contact your Account Executive to inquire about Strategy Consulting assistance.
KB20048