Entering Data with Menus

Your administrator can set up data forms that include menus. With menus, you right-click a member and select a menu item to open a URL, data form, Approvals, or business rule. For example, a menu item can open another data form to get more information about the data, go to another scenario and version in the planning unit, or launch a calculation.

  To enter data with menus:

  1. Open a data form containing a menu.

  2. Right-click a row or column member, or the page or point of view, and select a menu option from the list.

    The values in the list depend on how your administrator sets up this feature. If the menu includes submenus, you can select a value from the submenu.

    Depending on the action that was performed by the menu item, you can continue your work on the Web page, data form, or Approvals.

    If a business rule was launched that includes a runtime prompt, enter the required information. See Entering Runtime Prompts.