Difference between revisions of "Adding options to custom menus"

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=== Creating a New Menu ===
 
=== Creating a New Menu ===
 
*Press {{Button|Add}} or {{KeyPress|F6}}.
 
*Press {{Button|Add}} or {{KeyPress|F6}}.
*At {{DataPrompt|Menu}}, type a code for the menu. You have five characters for this.  
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*At {{DataPrompt|Menu}}, type a code for the menu. You have five characters for this.
 
*At {{DataPrompt|Name}}, type a description of the menu. This will be what you see on the menus.
 
*At {{DataPrompt|Name}}, type a description of the menu. This will be what you see on the menus.
  
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==== Program ====
 
==== Program ====
 
*Choose {{DataValue|Program}}.
 
*Choose {{DataValue|Program}}.
*At {{DataPrompt|Item}}, enter the full or part of the program name followed by {{KeyPress|Enter}} or search for the program you want using {{KeyPress|C-F1}}.
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*At {{DataPrompt|Item}}, enter the full or part of the program name followed by {{KeyPress|ENTER}} or search for the program you want using {{KeyPress|C-F1}}.
  
 
==== Report Generator Reports ====
 
==== Report Generator Reports ====
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==== Shortcuts ====
 
==== Shortcuts ====
 
*Choose {{DataValue|Shortcut}}.
 
*Choose {{DataValue|Shortcut}}.
*At {{DataPrompt|Item}}, enter the whole or part of the description of the shortcut you want followed by {{KeyPress|Enter}}. You can search for available shortcuts here using {{KeyPress|C-F1}}.
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*At {{DataPrompt|Item}}, enter the whole or part of the description of the shortcut you want followed by {{KeyPress|ENTER}}. You can search for available shortcuts here using {{KeyPress|C-F1}}.
* If a shortcut you want to add does not exist, follow the [[Can I Add Shortcuts to Platinum Menus?|Creating a New Shortcut]] instructions.
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* If a shortcut you want to add does not exist, follow the [[Can I add shortcuts to Platinum menus?|Creating a New Shortcut]] instructions.
  
 
==== Header ====
 
==== Header ====
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=== Saving Changes ===
 
=== Saving Changes ===
Press {{KeyPress|Esc}} or {{Button|Done}} to exit. Click {{Button|Accept}} to save your changes.
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Press {{KeyPress|ESC}} or {{Button|Done}} to exit. Click {{Button|Accept}} to save your changes.
  
 
== See also ==
 
== See also ==
* [[:Category:Getting Started|Getting Started]]
 
* [[:Category:FAQ|Frequently Asked Questions]]
 
 
* [[Why can't a new employee see an existing menu?]]
 
* [[Why can't a new employee see an existing menu?]]
* [[How do I set up a New User?]]
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* [[Can I add shortcuts to Platinum menus?]]
* [[Can I Add Shortcuts to Platinum Menus?]]
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* [[Editing custom menus]]
* [[Editing Custom Menus]]
 
  
{{KB_Tags|Custom Menus, Macros, Report Generator, Reports, Data Import, Templates}}{{ZN_Admin}} {{FAQ}}
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{{KB_Tags|custom menus, macros, report generator, reports, data import, templates, add, adding}}
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{{Guide}}{{ZN_Admin}}

Latest revision as of 05:28, 18 April 2019

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, add, adding