Creating and Updating Action Menus

Service Administrators can create right-click menus (also called action menus or context 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

• Add Dashboard

You can also create global action menus that can be enabled for ad hoc grids. See Enabling Action Menus for Ad Hoc Grids.

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 action menus:

1. From the Home page, click Navigator , and then under Create and Manage, click Action Menus.
2. Perform an action:

   • To create an action menu, click Actions, then Create Menu , enter the Menu Name, and then click OK.

     Select Enable for Ad Hoc to create an ad hoc menu which is a global action menu that can be used in ad hoc grids. See Enabling Action Menus for Ad Hoc Grids.

   • To add menu items to an action menu or to edit details of an action menu, select a menu, click Actions, and then click Edit Menu . See Working with Action Menu Items.

   • To delete action menus, select a menu or menus, click Actions, click Delete Menu , and then click OK.

     Note:

     You cannot delete an action menu that is associated with a form. If you try to delete the menu, you'll be prompted to remove the menu from the form. Then you can delete the menu.