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. | + | *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. | ||
| Line 17: | Line 17: | ||
==== Program ==== | ==== Program ==== | ||
*Choose {{DataValue|Program}}. | *Choose {{DataValue|Program}}. | ||
| − | *At {{DataPrompt|Item}}, enter the full or part of the program name followed by {{KeyPress| | + | *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 ==== | ||
| Line 35: | Line 35: | ||
==== 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| | + | *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 | + | * 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 ==== | ||
| Line 47: | Line 47: | ||
=== Saving Changes === | === Saving Changes === | ||
| − | Press {{KeyPress| | + | 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 | + | * [[Editing custom menus]] |
| − | * [[Editing | ||
| − | {{KB_Tags| | + | {{KB_Tags|custom menus, macros, report generator, reports, data import, templates, add, adding}} |
| + | {{Guide}}{{ZN_Admin}} | ||
Latest revision as of 05:28, 18 April 2019
Contents
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
