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 these “Advance” items actually are
Each item within the Advance dropdown is a custom link record stored in the database.
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Each item represents one saved link
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The text you see is the link title
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Clicking it opens the defined URL in a new browser tab
These links serve as quick access shortcuts, not business logic.
They do not:
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Change customer data
-
Trigger workflows
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Affect WhatsApp, status, or CRM logic
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
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user_id
The organization owner ID (defines which organization these links belong to)
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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:
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The system retrieves all `advance_link` records for the current organization
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Each record is processed as a menu item
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The title is printed as clickable text
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The link opens using
target="_blank"
This means:
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No additional configuration is needed
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Any new link added automatically appears after a refresh
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Removing a link removes it from the dropdown immediately
Where Advance links are created and managed (User Interface)
Advance links are managed from within Admin Settings, inside the Module Configuration flow.
Navigation Path
Settings → Modules → Advanced Links
This appears as a two-step modal flow:
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Step 1 – Module Overview
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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)
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Open Settings
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Go to Modules
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Click Next to reach Advanced Links
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Fill out the form:
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Name
This becomes the menu label (e.g.,testtttt)
-
Link
The URL to open (internal Biz1 address or external website)
-
-
Click Submit
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The link is saved in `advance_link`
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After a refresh, it appears under the Advance dropdown in the header
That's it – no further steps.
Editing an existing Advance link
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In the Advanced Links list, click Edit
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The form opens with existing values
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Change the title or URL
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Click Submit
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The database record is updated
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The Advance dropdown reflects the change
Deleting an Advance link
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Click Delete next to the link
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Confirm deletion
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The record is removed from `advance_link`
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The item disappears from the Advance dropdown
Backend Endpoints Used
All Advance menu operations are handled by a dedicated controller.
Add vs. Update Logic
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If
advance_link_id = 0
→ A new record is created
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If
advance_link_id > 0
→ The existing record is updated
Permissions and Access Control
Advance links are:
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Visible to all users (they can click them)
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Editable only by authorized users
Who can manage them:
-
Organization owner
-
Admin users (
member_admin) -
Users with module settings permission
This ensures:
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Navigation is consistent for all users
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Only trusted users can modify the menu structure
Relationship with Other Menus and Modules
What Advance links are
-
Simple navigation shortcuts
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Can point to:
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Internal Biz1 pages
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External websites
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Reports, tools, or documentation
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What Advance links are not
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They are not client tabs
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They are not workflow steps
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They do not trigger status or automation
Important Distinction
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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:
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Add custom shortcuts to the header
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Link to important internal or external pages
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Control navigation without code changes
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Maintain a flexible and organization-specific UI
It is a lightweight yet powerful navigation tool that enhances usability without impacting business logic.
In short:
Advance Links = Admin-defined header shortcuts, stored per organization, dynamically rendered, and opened in a new tab.
