---
title: "Form integration settings"
slug: "form-integration-settings-5"
updated: 2025-02-05T09:39:20Z
published: 2025-02-05T09:39:20Z
canonical: "support.keypro.fi/form-integration-settings-5"
excludeFromSearch: true
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.keypro.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Form integration settings

Form integration tools can be found under FORMINTEGRATION.

![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1727952872886.png)

With form integrations, the admin user is able to configure a custom menu in the top toolbar. For the menu, the user is able to define groups and items that are available in the **Menu setup wizard** functionality.

## Menu setup wizard

Before using the **Menu setup wizard**, make sure the desired object types have been activated in order to choose them when creating a new menu group. Open [Extra data selections](/kb/docs/freely-defined-extra-data-3-1-1-1) and check the **Activate** checkbox next to a form name in order to activate it in the **Menu setup wizard**.![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1728306366869.png)

The **Menu setup wizard** itself is used for creating groups and defining items (actions) for these groups. In the KeyCom user interface, the groups are presented under the **Menu**![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1727955158297.png)button in the top toolbar. A menu group is a placeholder for menu items, which are always external links. ![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1728984370930.png)

### The menu setup process

The **Menu setup wizard** is accessible under subsection **Formintegration**: ![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1727956962860.png)

1. At first, you must select a group, which the actual item with a click-action will be added. You can either select an existing group from the drop-down menu, or create a new group with the plus![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1728041491978.png)-button, that opens up a new page for creating the group:![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1727957311831.png)
2. If you chose to create a new group, you must choose the object type to which the menu and group will be bound to. Only those object forms can be chosen which have Extra attribute value's (EAV) enabled for them. If you chose an existing group from the drop-menu, you can skip to step 3:![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1727959964556.png)
3. When you have chosen the group you wish to use, the **Next** button will take you to the page where you can choose the name and action type for the menu item. A single group can have multiple menu items. Currently, only action type **External link** is available:  ![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1728023557175.png)
4. You must then enter the URL that you wish to be opened into a new browser tab. The URL field supports both Dojo & Ext field identifiers as placeholders. The placeholders are defined with curly brackets, which should wrap the ID of the form field from which to take the value from:![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1728035420026.png)
5. Lastly, you can finish the process or use the **Finish and add another** function to save your current progress and run the **Menu setup wizard** again. Abort can be used at any stage of the process and it will take you back to the admin index page.

### Editing the menu groups and items

You can later edit and delete the complete menu integrations in the text constants group CLIENT_FORM_CONFIG and individual menu groups in the text constants group CLIENT_FORM_GROUP. The item name is saved in **Text value** field, the **Group ID** is saved in category field and the action details are saved in the **Additional data** field which are needed for action to be executed in the system. ![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1738655774522.png)

### Deleting menu groups and items

You can later view and edit existing groups and items by opening them under the FORMINTEGRATION subsection.

1. Open a list of previously determined menu groups or items.  
![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1728993293120.png)
2. Choose the groups/items that you want to delete.  ![](https://cdn.document360.io/672fb328-110d-4b2d-9d5f-f1e71883bb64/Images/Documentation/image-1728996670271.png)
3. The select **Action: Delete selected Integrated menu groups** and **Go**.