Creating and Updating Menus

Administrators can create right-click menus and associate them with data forms, enabling users to click rows or columns in data forms and select menu items to:

Launch another application, URL, or business rule, with or without runtime prompts
Move to another data form
Move to Manage Approvals with a predefined scenario and version

The context of the right-click is relayed to the next action: the POV and the Page, the member the user clicked on, the members to the left (for rows), or above (for columns).

When designing data forms, use Other Options to select menus available for Data Form menu item types. As you update applications, update the appropriate menus. For example, if you delete a business rule referenced by a menu, remove it from the menu.

To create, edit, or delete menus:

Select Administration, then Manage, then Menus.
Perform one action:
- To create a menu, click Create, enter the menu's name, and click OK.
- To change a menu, select it and click Edit.
- To delete menus, select them, click Delete, and click OK.