Admin: Assigning Categories to Nested Menus ATS Actions Quick Search

After you've created your ATS Nested Menu Quick Search categories, you will need to assign menu items to those categories.

These may be assigned in the custom metadata type ATS Action Configurations with the the ATS Nested Menus.

1. Navigate to Setup > Custom Code > Custom Metadata Types.
2. Next to ATS Action Configurations click Manage Records.
3. Next to your email (EX: Global Email) click Edit.
4. Click the magnifying glass next to the ATS Nested Menu Category.
5. Select your desired ATS Nested Menu Category Name (EX: Mass_placement).
6. Click Save.
7. Repeat these steps as many times as needed until all your categories are assigned.

Next Steps

Now that you have enabled ATS Nested Menus, Recent Actions are auto-enabled. For details, see Admin: Enable Nested Menus ATS Actions Quick Search Recent Actions.