Difference between revisions of "Adding options to custom menus"

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=== Creating a New Menu ===
 
=== Creating a New Menu ===
−
*Type a code for the menu. You have five characters for this.  
+
*Press {{Button|Add}} or {{KeyPress|F6}}.
−
*Type a description of the menu. This will be what you see on the menus.
+
*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 ===
 
=== Adding to an Existing Menu ===
−
*Search (using {{KeyPress|C-F1}}) for the menu to which you want to add the item.
+
*At {{DataPrompt|Menu Items}}, press {{Button|Add}}.
 +
*At {{DataPrompt|Type}}, choose from the available types below.
  
 
=== Menu Types ===
 
=== Menu Types ===
−
==== Programmes ====
+
==== Program ====
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*To add a programme, move the cursor to the left of the field that you arrive on.
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*Choose {{DataValue|Program}}.
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*Type {{DataValue|P}} and press {{KeyPress|Enter}}.
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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}}.
−
*Search for the programme that you want to add.  
 
  
 
==== Report Generator Reports ====
 
==== Report Generator Reports ====
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*To add a report, move the cursor to the left of the field that you arrive on.
+
*Choose {{DataValue|Report}}.
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*Type {{DataValue|R}} and press {{KeyPress|Enter}}.
+
*At {{DataPrompt|Item}} at the top dropdown list, choose the system from which the report you want is located.
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*Type the system from which you want to get the report.
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*At {{DataPrompt|Item}} at the bottom dropdown list, choose whether the report you want is a {{DataValue|User}} or {{DataValue|System}} report.
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** {{DataValue|IM}} - {{IM}}
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*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}}.
−
** {{DataValue|NL}} - {{NL}}
 
−
** {{DataValue|OP}} - {{OP}}
 
−
** {{DataValue|PL}} - {{PL}}
 
−
** {{DataValue|PP}} - {{PP}}
 
−
** {{DataValue|PR}} - {{PR}}
 
−
** {{DataValue|SL}} - {{SL}}
 
−
** {{DataValue|SP}} - {{SP}}
 
−
** {{DataValue|ST}} - {{ST}}
 
−
** {{DataValue|TI}} - {{TI}}
 
−
** {{DataValue|VS}} - {{VS}}
 
−
** {{DataValue|WS}} - {{WS}}
 
−
*Type {{DataValue|U}} for a User Report, {{DataValue|S}} for a System Report.
 
−
*Type the report code that you want to use. You can search for the reports from here.
 
  
 
==== Data Import Templates ====
 
==== Data Import Templates ====
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To add a data import template, move the cursor to the left of the field that you arrive on.
+
*Choose {{DataValue|Data Import}}.
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*Type {{DataValue|D}} and press {{KeyPress|Enter}}.
+
*At {{DataPrompt|Item}}, enter the code for the data import template you want. You can search for codes here using {{KeyPress|C-F1}}.
−
*Type the code of the data import template that you want. You can search for them from here.
 
  
 
==== Macros ====
 
==== Macros ====
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To add a macro, move the cursor to the left of the field that you arrive on.
+
*Choose {{DataValue|Macro}}.
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*Type {{DataValue|M}} and press {{KeyPress|Enter}}.
+
*At {{DataPrompt|Item}}, use the {{KeyPress|C-F1}} search to find the macro you want to use.
−
*You will need to search for the macro identity since this is an eight digit number.
+
 
 +
==== 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}}.
  
 
=== Saving Changes ===
 
=== Saving Changes ===
−
Press {{KeyPress|ESC}} 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 ==

Revision as of 16:23, 13 April 2011

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 & Parameters 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>.

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
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