Managing Custom Menus
You can create custom menus in OneData to add a link to functions that users may need to access frequently. For example, when in the Data Manager screens, a user may need a quick way to navigate to the company's website using the Menu toolbar, bypassing the OneData Home page.
Use the following procedure to create, edit, or copy custom menus.
To manage custom menus
1. On the Menu toolbar, click Administer > System > System Customizations > Custom Menu.
2. Use the option that corresponds to the action you want to perform:
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To add a new menu item, click
Add Custom Menu.
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To edit an existing menu, click the
Edit icon for the corresponding menu.
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To clone an existing menu, click the
Clone icon for the corresponding menu.
3. Complete the menu properties using the following table as a guideline:
Property | Description |
Language | The language of the menu. Currently, English is the only language supported. |
Edition Type | The edition. Options are as follows: Packaged (default) Template_11179 |
Parent Menu | The top level menu in which the new menu option is nested. |
Sequence Order in Menu | The order in which to display the new menu option. For example, 2 adds the new menu option as the second menu option. |
Menu Caption | The caption that displays for the menu option. |
Menu Function | The type of menu function. The description displays in the Function tab when setting up the role. |
Help Tip | The tooltip that displays when a user hovers over the command. |
Link Type | Indicates where the new menu option displays: Toolbar. On the Menu toolbar. Command. On the Command toolbar. Page Level. Not Used. I. Not Used. G. Not Used. U. Not Used. |
Security Mask | Indicates the security mask for the new menu option: New Window Last Level Show In Tree No Security Required User Defined |
Display Mask | Indicates the display mask. The options are: Display In Work Area Display In Release Area Display Workflow If Work Area Exists Display Workflow If Work Area Not Exists Display Workflow If Release Area Exists Display Workflow If Release Area Not Exists Display Report If Work Area Exists Display Report If Work Area Not Exists Display Report If Release Area Exists Display Report If Release Area Not Exists |
Hyper Link URL | Specify the hyperlink URL, if applicable. |
4. Click Save.
The new menu option is available immediately.