DYNAMIC 3i CUSTOM MENU SET-UP

This program allows an administrator to create a custom menu for users. Users are assigned these custom menus in gb4200 User File Maintenance.

To create a custom menu in Dynamic3i you use the ‘Custom Menu’ GB4290 Application located under the System Administration - Maintenances - sub-menu.

This application allows you to define any valid Dynamic3i application (ie. ‘Product Maintenance’) into a menu structure that you create. For instance, lets say you would like to make and menu that would have only the product, stock and adjustment maintenance applications on it and then assign this menu to the inventory clerk so that these would be the only items that he/she would see. The steps would be as follows:

You would choose a ‘Menu Identity’ and then ‘Insert Menu’ to start creation of the hierarchy.

In turn you would assign sub-menus and then the application with whatever terminology or description you would like to appear on the menu.

Creating a New Custom Menu by copying the Standard Menus

1.In the Menu Identity textbox, insert the name of the custom menu that you will create.

2.In the Language Code textbox, insert the code of the language for the standard menus that will be copied in the new custom menu id. There is a List of Values with all available language codes.

3.Press Copy Menu button. The menus will show up in the tree.

4.From this point you can remove, rename, insert menus / programs shown in the next paragraphs.

Creating a New Custom Menu without copying the Standard Menus

1.In the Menu Identity textbox, insert the name of the custom menu that you will create.

2.From this point you can create / edit your own menus by following the next paragraphs.

Note: You cannot copy the Standard Menus for an existing Custom Menu.

Editing an Existing Custom Menu

1.In the Menu Identity textbox, insert the name of an existing custom menu.

2.Press Query Menu button. The menus will show up in the tree.

3.From this point you can create / edit your own menus by following the next paragraphs.

Inserting a New Program

1. In the displayed Hierarchical Tree Menu, expand and select a menu or menu leaf / program after which you would like to add a new program.

a. In the case of a menu (parent node):

- If the menu is collapsed, then the new program will be added at the same level (rank) with the selected menu (after this one);

- If the menu is expanded, then the new program will be added as the first child of the selected menu.

b. In the case of a menu leaf: the new program will be added on the same level (rank), after the selected menu leaf.

2. Insert in the Name textbox the code of the new program (ex: gb2300, in0200…).

- In the case of an existing code (in progdoc table), the label / description of the program will show up in the Label textbox. If you wish, you can override the description with a more appropriate one. For both Name and Label there is an LOV where you can find all available programs.

- In the case of a new program code, this will be inserted automatically in the progdoc table also and you will have to give a new name in the Label textbox.

3. After having both Name and Label fields fulfilled, and the selected position in the Hierarchical Tree Menu, press Insert Program Button. The new program will show up in the Hierarchical Tree Menu.

Inserting a New Menu

1. In the displayed Hierarchical Tree Menu, expand and select a menu or menu leaf / program after which you would like to add a new menu.

a. In the case of a menu (parent node):

- If the menu is collapsed, then the new menu will be added at the same level (rank) with the selected menu (after this one);

- If the menu is expanded, then the new menu will be added as the first child of the selected menu.

b. In the case of a menu leaf: the new menu will be added on the same level (rank), after the selected menu leaf.

2. Live Name textbox blank or insert “menu”; insert the name for the new menu in the Label textbox.

3. After having Label field fulfilled, and the selected position in the Hierarchical Tree Menu, press Insert Menu Button. The new menu will show up in the Hierarchical Tree Menu.

4. If you wish to insert a new menu after the selected new menu already inserted, repeat steps 2 and 3 again.

Inserting a New Child Menu

1. In the displayed Hierarchical Tree Menu, expand and select an empty menu leaf in which you would like to insert a new child menu.

2. Live Name textbox blank or insert “menu”; insert the name for the new child menu in the Label textbox.

3. After having Label field fulfilled, and the selected position in the Hierarchical Tree Menu, press Insert Child Menu Button. The new child menu will show up in the Hierarchical Tree Menu.

4. If you wish to insert a new child menu the selected new child menu already inserted or another empty menu leaf, repeat steps 2 and 3 again.

Finding an existing Menu Leaf / Program

Complete the Program Name field with the code of the program that you are looking for, and press Find Menu Button. The correspondent menu leaf / program will be selected in the Hierarchical Tree Menu. If you continue pressing Find Menu Button again, the program will highlight the next correspondent menu leaf(s) / program(s), if it exists in the tree.

Removing an existing Menu / Program

1. In the displayed Hierarchical Tree Menu, expand and select the menu / program that you wish to remove.

- In the case of a program, this will be removed form the Tree Menu

- In the case of a menu, all children will be removed from the Tree Menu.

2. Press Remove Button; the selected menu / program will disappear from the Hierarchical Tree Menu.

Renaming an existing Menu / Program

1. In the displayed Hierarchical Tree Menu, expand and select the menu / program that you wish to rename.

2. Insert in the Label Textbox the new name.

3. Press Rename Button; the Hierarchical Tree Menu will display the new name of the selected menu / program.

Note:

In the case of inserting / removing a program, if this exists in more than one menu, at the same level, then all the correspondent menus will be updated / menus removed.