Adding options to custom menus

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

• Why can't a new employee see an existing menu?
• Can I Add Shortcuts to Platinum Menus?
• Editing Custom Menus

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Keywords AND Misspellings

custom menus, macros, report generator, reports, data import, templates, add, adding