Creating and Updating Menus

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

• Launch another application, URL, or business rule, with or without runtime prompts

• Move to another form

• Move to Manage Approvals with a predefined scenario and version

• Open Job Console or Copy 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 forms, use Other Options to select menus available for Form menu item types. As you update an application, 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:

1. Select Administration, then Manage, then Menus.
2. Perform one action:

   • To create a menu, click Create, enter the menu's name, and then click OK.

   • To change a menu, select it, and then click Edit.

   • To delete menus, select them, click Delete, and then click OK.