The standard menus released by Texada cannot be modified, so
this utility can be used to generate customized menus with selected
preferred sub-menus, menu options and custom functions.
This utility can also be used to add menu options to the
Additional Menus (CMM:0000#) provided on each primary menu,
as outlined in the Additional Menu
Options.
Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters this "Application Menu Maintenance" processing is disabled and the operator is redirected the to the User Management Menu on Texada Web.
When menus or sub-menus are copied to the custom menu tree, they are copied in their entirety and cannot be modified, so if only some of the options on the menu or sub-menu are needed, these specific options need to be copied individually rather than the whole source menu.
An operator must be assigned one of the Security Roles that allows permission to the
System - Application Menu in order to access this table.
This option cannot be accessed at the same time Menu Security are being assigned in the View
Menus window on Security Roles.
Flow for Re-Designing a Complete Menu Tree:
If your firm chooses to re-design the entire menu tree with only
the menu selections and options that your firm uses, the following
process flow can be applied.
The custom menu is displayed as a folder that can be expanded or
collapsed on the right portion of the screen under MENU
MAINTENANCE panel.
Options/functions, and existing menus/sub-menus can be selected to
be included or removed in the custom menu, and will be displayed as
they will appear in the menu tree.
Create a Custom Main Applications Menu:
Because the standard Texada SRM applications menu cannot be
modified to include custom menus, a copy of the SRM Applications
menu can be created by right clicking on the custom menu in the
MENU MAINTENANCE panel, and then clicking on Add Base
Menu Options in the resulting action menu.
Links are created to all the original menus. Menus can be deleted
as required and additional custom menus can be inserted.
Example where the new custom Base 'Applications Menu' is called
Standard Edition Main Menu, showing the menu tree links before the
APPLY button has been clicked to accept the new
sub-menus:
Remove Option from the Custom Menu:
Existing options and sub-menus can be deleted from the custom menu
on the MENU MAINTENANCE panel, by clicking on options
individually to highlight them or highlighting a group of options,
and then clicking the REMOVE button.
Note: The options on any standard menus and sub-menus that have
been copied can not be edited, and will show as locked.
Standard menus and sub-menus can only be added or deleted in their
entirety.
Alternatively right click on the option or sub-menu in the on the MENU MAINTENANCE panel to be deleted, and click the Remove option in the resulting action menu.
Update Name and Quick Launch Information:
The function and quick launch information can be viewed and updated
in the custom menu by highlighting the relevant option on the
MENU MAINTENANCE panel, and clicking on the
PROPERTIES button, as outlined in Application Menu / Properties.
Alternatively right click on the option or sub-menu in the on the MENU MAINTENANCE panel, and click the Properties option in the resulting action menu.
Build or Add to the Custom Menu:
There are several approaches to defining the options to be included
in menus:
Note: All menus, custom and SRM standards, can be used as a source for the copy in the COPY/PASTE METHOD panel.
The procedure to copy options from the source menu and paste them into the custom menu is as follows:
Alternatively right click on the options individually, or
highlight a group of options and right click with the mouse, to use
the commands provided in the resulting action menu.
The Copy to Clipboard, and Remove from Clipboard
actions are the same as the COPY and
REMOVE buttons.
The Clear Clipboard option removes all items on the left
panel from the clipboard.
Additional options are provided to Expand All and
Collapse All on the menu tree in the left panel.
Alternatively select the position to paste the new option by right clicking on the option or sub-menu and use the Paste from clipboard command provided in the resulting action menu.
The Paste into New Folder option can be used to create a new folder with a quick launch code that will contain the option being copied. Additional options or sub-menus can then be pasted into the new folder.
Action options are also provided to Expand All and
Collapse All on the menu tree in the right panel.
Use the Reload Menu option to clear the clipboard and to
"undo" any modifications to the custom menu that have not yet been
applied.
Note: Only custom menus or the Additional Options
menus can be modified.
Custom programs cannot be added to standard Texada SRM
menus, as they may be lost when SRM updates the standard menus with
new features.
For more information on setting up custom menus refer to Additional Menu Options.
On returning to the Main Menu tree, right click on the menu tree and click Refresh to rebuild the current menu tree display.
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