Application Menu
Contents |
Introduction
Application Menu is shown in the window's left side. It is used to make accessible to the user all the application elements.
Menu is managed from General Setup || Application || Menu window. To create a new menu entry:
- Create a new record in this window
- Select the element type for the entry, this is done setting the Action field, the elements callable from menu are Window, Report, Process, Form, Workflow, Internal/External link and Task.
- Depending on the selected action a different drop down list will be shown to selected one element of the selected type.
- Note that name and description will be overwritten when synchronize process is executed.
- Place the new menu entry in the correct position, this is done by:
- Selecting a record in the grid
- Opening the tree pop up clicking in tree menu icon
- Select the entry to relocate and drag and drop it to the new position.
Folders are created checking the Summary Level field.
Security
Although a menu entry is defined it will not be displayed in case the role that has log in the application has not granted permission for that element.
Information folder
In the bottom of the menu there is a Information Folder, it contains links to the Searchs. The elements displayed in this folder are the ones that are used in at least one accessible window for the current role.