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Configuring Menu Options in WoodsPortal

Learn how to manage and customize the sidebar menu directly in HubSpot’s CMS page editor—enabling standard and custom objects, adding menu items, and configuring display settings.

 

Overview


All menu configuration takes place in your HubSpot CMS page editor. In the Menu Options module, you control which HubSpot object record tables appear in the portal’s sidebar. You can enable standard and custom objects, add items, and fine-tune each item’s label, description, display properties, filters, and icon.

Before you begin

  • CMS permissions: You only need access to Website Pages and Design Manager in HubSpot to edit page modules.

  • Admin configuration: Ensure desired objects, pipelines, and properties are activated under WoodsPortal Admin > HubSpot Objects.

Step-by-Step Instructions

  1. Open the Menu Options Module

    • In the HubSpot page editor’s Contents panel, click Menu Options.

  2. Enable Object Types

    • Toggle Standard Objects on to expose built-in HubSpot objects (Contacts, Companies, Deals, Tickets).

    • Toggle Custom Objects on to expose any activated custom objects.


  3. Add Menu Items

    • Under Standard Objects, click Add to create a new menu entry.

    • Under Custom Objects, click Add to create an entry for a custom object.

  4. Edit a Menu Item

    • Click the Edit (✏️) icon next to the item to open its settings:

    a. Name & Description

    • Name: Enter the label for the sidebar and page title (this can differ from your HubSpot object name).

    • Description: Use the rich-text editor to add text, emojis, or personalization tokens.

    b. Object Type & ID

    • Standard Objects: Select from the dropdown.

    • Custom Objects: Paste the custom object’s ID (copy from WoodsPortal Admin > HubSpot Objects > Custom Objects).

    c. Display Properties

    • Click Display Properties to surface contact or company fields as text, button, or link.

    • For links, define click behavior: New Tab or Iframe.

    • Choose layout: Stacked (list) or Grid (two-column).

    d. Company-Associated Data

    • Toggle Show Company Associated Data on to display records linked to the user’s primary company.

    e. Pipeline Filter

    • Toggle Filter by Pipeline on and enter a Pipeline ID (copy from WoodsPortal Admin > HubSpot Objects > [Object] > Configure > Pipelines).

    f. Enable Iframe for URL Properties

    • Toggle Enable Iframe on.

    • Enter internal property names (comma-separated) whose URL values should open in an iframe pop-up.

    g. Icon SVG Code

    • Click Icon Library, browse for an SVG icon, copy its code, and paste here to display it before the item name.

  5. Save & Reorder

    • Click Save on each menu item.

    • Drag items in the Contents panel to reorder the sidebar menu.

Troubleshooting

Issue Resolution
Custom object ID not found Confirm it’s activated under WoodsPortal Admin > HubSpot Objects > Custom Objects.
Display Properties options missing Ensure relevant properties are activated in WoodsPortal Admin before editing the module.
SVG icon not rendering Verify the pasted SVG code is complete (starts with <svg>); clear your browser cache if needed.
 

Related articles

  • Overview of the WoodsPortal Dashboard

  • Configuring Dashboard Cards in WoodsPortal

  • Managing HubSpot Object Associations in WoodsPortal