Customized links (Advanced menu)

Advance Menu (Header) – Custom Links
 

Full Description, Purpose, Flow, Storage, and Relationships
 

The Advance Menu is a custom navigation area available in the header of the Biz1 platform.
It allows organizations to create their own shortcut links that appear under the "Advance" dropdown menu, providing users with quick access to important internal pages or external tools.
 

The items you see within this dropdown menu – such as:
 

  • xzvgfdbcb

  • testtttt

  • Rrrrrr

  • Testet

  • Test

  • Test

  • קישור חדש

  • Sseee

  • Asasasas
     

Are not hard-coded menu items.
They are dynamic custom links created and managed by the organization through the settings.
 


What are these “Advance” items actually
 

Each item within the Advance dropdown is a custom link record stored in the database.
 

  • Each item represents one saved link

  • The text you see is the link title

  • Clicking it opens the defined URL in a new browser tab
     

These links serve as quick access shortcuts, not business logic.
 

They do not:
 

  • Modify customer data

  • Trigger workflows

  • Affect WhatsApp logic, status, or CRM
     

They are pure navigation aids.
 


Where these links are stored (Database)
 

All Advance menu links are stored in the table:
 

advance_link
 

Each row represents one dropdown menu item.
 

Key stored data includes:
 

  • title
    The label displayed in the Advance dropdown (e.g., xzvgfdbcb)
     

  • link
    The URL that opens when the user clicks the item
     

  • user_id
    The organization owner ID (defines which organization these links belong to)
     

  • created_by
    The user who created or last edited the link
     

Since links are stored per organization, each organization only sees its own Advance links.
 



How the Advance dropdown menu is built (Runtime Behavior)
 

When the header loads:
 

  1. The system retrieves all `advance_link` records for the current organization

  2. Each record is processed as a menu item

  3. The title is rendered as clickable text

  4. The link opens using target="_blank"
     

This means:
 

  • No additional configuration is needed

  • Any new link added automatically appears after a refresh

  • Removing a link instantly removes it from the dropdown
     



Where Advance links are created and managed (User Interface)
 

Advance links are managed from Admin Settings, within the Module Configuration flow.
 

Navigation Path
 

Settings → Modules → Advanced Links
 

This appears as a two-step modal flow:
 

  1. Step 1 – Module Overview

  2. Step 2 – Advanced Links (where links are managed)
     

Only users with appropriate permissions can access this section.
 


How to add a new Advance link (Full Flow)
 

  1. Open Settings

  2. Go to Modules

  3. Click Next to reach Advanced Links

  4. Fill out the form:
     

    • Name
      This becomes the menu label (e.g., testtttt)
       

    • Link
      The URL to open (internal Biz1 address or external website)
       

  5. Click Submit

  6. The link is saved in `advance_link`

  7. After a refresh, it appears under the Advance dropdown in the header
     

That's it – no further steps.
 



Editing an existing Advance link
 

  1. In the Advanced Links list, click Edit

  2. The form opens with existing values

  3. Change the title or URL

  4. Click Submit

  5. The database record is updated

  6. The Advance dropdown reflects the change
     



Deleting an Advance link
 

  1. Click Delete next to the link

  2. Confirm deletion

  3. The record is removed from `advance_link`

  4. The item disappears from the Advance dropdown
     



Backend Endpoints Used
 

All Advance menu operations are handled by a dedicated controller.
 

Add vs. Update Logic
 

  • If advance_link_id = 0

    → A new record is created
     

  • If advance_link_id > 0

    → The existing record is updated
     



Permissions and Access Control
 

Advance links are:
 

  • Visible to all users (they can click them)

  • Editable only by authorized users
     

Who can manage them:
 

  • Organization owner

  • Admin users (member_admin)

  • Users with Module Settings permission
     

This ensures:
 

  • Navigation is consistent for all users

  • Only trusted users can modify the menu structure
     


Relationship with Other Menus and Modules
 

What Advance links are
 

  • Simple navigation shortcuts
     

  • Can point to:
     

    • Internal Biz1 pages

    • External websites

    • Reports, tools, or documentation
       

What Advance links are not
 

  • They are not client tabs

  • They are not workflow steps

  • They do not trigger status or automation
     

Important Distinction
 

  • Advance Menu Links

    → Stored in `advance_link`, displayed under Advance
     

  • Tabs

    → Stored in `tabs_setting`, displayed as client-related navigation
     

They serve completely different purposes.
 


How your highlighted items map to data
 

If you see these in the Advance dropdown:
 

  • xzvgfdbcb

  • testtttt

  • Rrrrrr

  • Testet

  • Test

  • Test

  • קישור חדש

  • Sseee

  • Asasasas
     

It means:
 

  • Each exists as a row in `advance_link`

  • The visible text = `advance_link.title`

  • Clicking it opens = `advance_link.link`
     



Final Summary
 

The Advance Menu – Custom Links feature allows organizations to:
 

  • Add custom shortcuts to the header

  • Link to important internal or external pages

  • Control navigation without code changes

  • Maintain a flexible and organization-specific UI
     

It is a lightweight yet powerful navigation tool that enhances usability without affecting business logic.
 

In short:
 

Advance Links = Admin-defined header shortcuts, stored per organization, dynamically rendered, and opening in a new tab.
 

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