View source for 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 {{Menu|{{RP}}|Maintenance Options|Add or Edit Custom Menus}}.

=== Creating a New Menu ===
*Press {{Button|Add}} or {{KeyPress|F6}}.
*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.

=== Adding to an Existing Menu ===
*At {{DataPrompt|Menu Items}}, press {{Button|Add}}.
*At {{DataPrompt|Type}}, choose from the available types below.

=== Menu Types ===
==== 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}}.

==== Report Generator Reports ====
*Choose {{DataValue|Report}}.
*At {{DataPrompt|Item}} at the top dropdown list, choose the system from which the report you want is located.
*At {{DataPrompt|Item}} at the bottom dropdown list, choose whether the report you want is a {{DataValue|User}} or {{DataValue|System}} report.
*At {{DataPrompt|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 {{KeyPress|C-F1}}.

==== Data Import Templates ====
*Choose {{DataValue|Data Import}}.
*At {{DataPrompt|Item}}, enter the code for the data import template you want. You can search for codes here using {{KeyPress|C-F1}}.

==== Macros ====
*Choose {{DataValue|Macro}}.
*At {{DataPrompt|Item}}, use the {{KeyPress|C-F1}} search to find the macro you want to use.

==== Shortcuts ====
*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}}.
* 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 ====
*Choose {{DataValue|Header}}.
*At {{DataPrompt|Item}}, use the {{KeyPress|F1}} and {{KeyPress|S-F1}} keys to scroll and find the header group you want to edit from the menu.

==== Message ====
*Choose {{DataValue|Message}}.
*At {{DataPrompt|Item}}, use the {{KeyPress|C-F1}} key to find a print record that is used to send out SMS messages or one that sends emails.

=== Saving Changes ===
Press {{KeyPress|ESC}} or {{Button|Done}} to exit. Click {{Button|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]]

{{KB_Tags|custom menus, macros, report generator, reports, data import, templates, add, adding}}
{{Guide}}{{ZN_Admin}}