Working With Menu Definitions
You should not modify PeopleTools or other application-specific menus; instead, create your own custom menus.
This section discusses how to:
Add components to a menu.
Rename menu definitions.
Copy menu definitions.
Delete menu items.
Print menu definitions.
Set up menu security.
Import menu groups into portals.
Use the Registration Wizard to add components to a menu.
When you change the name of a menu definition, you do not change the name of the application window that appears when you select the new menu from the PeopleSoft application.
To rename a menu definition:
Close all open definitions in the definition workspace.
Select
The Rename Definition dialog box appears.
Select Menu from the Definition Type drop-down list box.
Click Rename.
From the list of available menus, double-click the menu that you want to rename.
Type the new name over the name that is selected on the menu definition.
Click Rename.
Note: If you rename a menu definition, be sure to rename the corresponding registry entries manually.
Creating a copy of a menu definition is different from renaming a definition. The Save As command creates a copy of the definition with a new name while keeping the old menu definition unchanged.
To copy a menu definition:
Open the menu definition that you want to copy.
Select
The Save As dialog box appears.
Type a new name for the copy of the menu definition.
Click OK.
You are prompted to save a copy of any PeopleCode that you have associated with the menu definition.
Delete an item to remove it permanently from a menu definition. To help prevent accidental deletions, you can delete only one entry at a time.
To delete a menu item:
Select the menu item that you want to delete.
Select
If you attempt to delete a menu item that is linked to PeopleCode, the system issues a warning.
If you proceed to delete it, the linked PeopleCode menu items are also deleted.
If you delete an item by mistake, before you perform any additional edits or saves, select to restore the menu item.
Note: When deleting menu items, remember to delete any corresponding registry entries.
In addition to printing a menu definition from the definition workspace, you can obtain a formatted report of all menu definitions by printing the PeopleTools Menu Listing cross-reference report (XRFMENU). This report lists application windows in alphabetical order, and details all menus in each window and all page definitions in each menu. It also includes the associated search record definition name and detail page definition name.
To print a menu definition:
Open the menu definition that you want to print so that it appears in the definition workspace as the current definition.
Select
The standard Windows Print dialog box appears.
Whenever you make a change or add items to an existing custom menu definition, you might need to adjust your security settings. When you add a new menu to a security profile, that menu is available the next time that you sign in to the system. Use the Registration Wizard to assign security.
The menu import process creates content references for all components and pages that belong to a menu group. Use this process only to migrate custom menus.