Difference between revisions of "Adding options to custom menus"

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Press {{KeyPress|Esc}} or {{Button|Done}} to exit. Click {{Button|Accept}} to save your changes.
 
Press {{KeyPress|Esc}} or {{Button|Done}} to exit. Click {{Button|Accept}} to save your changes.
  
== See also ==
+
== See Also ==
 
* [[Why can't a new employee see an existing menu?]]
 
* [[Why can't a new employee see an existing menu?]]
 
* [[Can I Add Shortcuts to Platinum Menus?]]
 
* [[Can I Add Shortcuts to Platinum Menus?]]

Revision as of 11:21, 2 October 2013

Summary

This article explains how to add items to custom menus, such as programmes, report generator reports, data import templates and macros.

More Information

Go to " Reports & Settings Maintenance Options Add or Edit Custom Menus".

Creating a New Menu

  • Press [Add] or <F6>.
  • At "Menu", type a code for the menu. You have five characters for this.
  • At "Name", type a description of the menu. This will be what you see on the menus.

Adding to an Existing Menu

  • At "Menu Items", press [Add].
  • At "Type", choose from the available types below.

Menu Types

Program

  • Choose 'Program'.
  • At "Item", enter the full or part of the program name followed by <Enter> or search for the program you want using <Ctrl+F1>.

Report Generator Reports

  • Choose 'Report'.
  • At "Item" at the top dropdown list, choose the system from which the report you want is located.
  • At "Item" at the bottom dropdown list, choose whether the report you want is a 'User' or 'System' report.
  • At "Item" to the right of the bottom dropdown list, enter the three character code for the report. You can search for available reports here using <Ctrl+F1>.

Data Import Templates

  • Choose 'Data Import'.
  • At "Item", enter the code for the data import template you want. You can search for codes here using <Ctrl+F1>.

Macros

  • Choose 'Macro'.
  • At "Item", use the <Ctrl+F1> search to find the macro you want to use.

Shortcuts

  • Choose 'Shortcut'.
  • At "Item", enter the whole or part of the description of the shortcut you want followed by <Enter>. You can search for available shortcuts here using <Ctrl+F1>.
  • If a shortcut you want to add does not exist, follow the Creating a New Shortcut instructions.

Header

  • Choose 'Header'.
  • At "Item", use the <F1> and <Shift+F1> keys to scroll and find the header group you want to edit from the menu.

Message

  • Choose 'Message'.
  • At "Item", use the <Ctrl+F1> key to find a print record that is used to send out SMS messages or one that sends emails.

Saving Changes

Press <Esc> or [Done] to exit. Click [Accept] to save your changes.

See Also


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Keywords AND Misspellings
Custom Menus, Macros, Report Generator, Reports, Data Import, Templates