1. Administering Planning
  2. Accessing More Administrative Tasks
  3. Administering Action Menus
  4. Defining Action Menu Items

Defining Action Menu Items

To define action menu items:

  1. From the Home page, click Navigator Navigator icon, and then under Create and Manage, click Action Menus.
  2. Select a menu and then click Edit Menu icon.
  3. Select the menu item, and then click Edit Menu Item or Add Sibling.
  4. Define the menu item:

    Table 24-1 Edit Menu Item Options

    Item Description

    Menu Item

    Enter a unique name containing only alphanumeric and underscore characters, with no special characters or spaces

    Label

    Enter text to be displayed when the menu is selected. Spaces and special characters are allowed. Menu labels display in the user interface. Labels can be text or can reference a resource variable by name. For example, to set a menu’s label to File, set it to File directly or to the name of a resource, such as LABEL_FILE, which can be localized.

    Icon

    This option is not currently supported.

    Type

    Select the menu item type to determine available properties.

    Note:

    No properties are available for Menu Header.

    • URL: Create a menu that opens the specified URL.

    • Form: Create a menu that launches the selected form. The member selection context for the member, page, and POV is retained when users right-click in the source form. If the target form contains these dimension members on the page, its page is set to match the context. When launched from the web, the form opens in the web; when launched from Oracle Smart View for Office, the form opens in Smart View. Action menus referencing forms enabled as flex forms will open these forms as flex forms in Smart View and as simple forms in the web.

    • Business Rule: Create a menu that launches the selected business rule.

    • Manage Approvals: Create a menu that opens Manage Approvals to work with approval units.

    • Dashboard: Create a menu that launches the selected dashboard. The cell context is retained when users right-click in the source form, and the dashboard is opened in a new dynamic tab.

      Note:

      The dynamic tabs feature is available only if Redwood Experience is enabled.

    • Menu Header: Create a menu under which you can create children menu items. To display a separator bar on the menu at this item, enter one hyphen as the Label. In this case, the Required Dimension list isn't available.

    • Previous Form: Create a menu that returns the user to the previous form.

    • Copy Version: Create a menu that opens Copy Version to enable administrators to copy data for the current form.

      Note:

      Copy Version is not available to Power Users and Users.

    Required Parameters

    Select a dimension and member, or select an option for where the menu item displays: Point of View, Page, Row, Column, Members Only, Cell Only. For example, if you select Account, users can right-click Account members on a form to open the menu. If you select Row, the menu is available when users right-click a row. Selecting None makes the menu available whenever the user right-clicks in the form.

    Note:

    In Smart View, for action menus attached to forms (simple forms or flex forms), the Page and POV options are not supported.
  5. Define menu item properties, which differ for menu item types:

    Table 24-2 Options for Menu Item Types

    Type Options

    URL

    1. In URL, enter the complete URL to which to direct the user. For example: http://server name/HFM/Logon/HsvLogon.asp. URL type action menus automatically launch a new tab.

    2. Select Use Form Context to replace the bracketed dimension name in the URL (for example, <Entity> or <Account>) with the member name of the corresponding dimension from the form's page or POV.

      For example, to return Entity, Scenario, Version, and Account dimension's members in the URL, enter the URL and enable Use Form Context:

      http://yourcompanyurl/EntDim=<Entity>&test['VERSION']=<Version>&Acc=<Account>

      The URL will open in a new tab as:

      http://yourcompanyurl/EntDim=<410>&test['VERSION']=<working>&Acc=<1110>

      If Use Form Context is disabled, then the URL will be launched in a new tab as is without the context replacements.

    Form

    1. In Form Folder, select the folder containing the destination form.

    2. In Form, select the form.

    Business Rule

    1. In Cube, select the cube for which the business rule is available.

    2. In Business Rules, select the business rule to launch.

    3. In View Type, select how to display runtime prompt pages:

      • Classic View: Use the default application view

      • Streamline View: Display each runtime prompt on a different line

    4. Optional: In Window Title, enter a title to display instead of Runtime Prompts.

    5. Optional: In OK Button Label, enter the text to display for the OK button.

    6. Optional: In Cancel Button Label, enter the text to display for the Cancel button.

    7. Optional: In Launch Confirmation Message, enter text to display when the business rule is invoked, but before it's launched. This option enables Service Administrators to provide meaningful messages to users about the consequences of launching business rules.

    Manage Approvals

    Specify the approval unit to which the user is directed by selecting a Scenario and a Version.

    Dashboard

    In Dashboard, select the dashboard.

    Previous Form

    Enter the name of the menu item that will return the user to the previous form.

    Copy Version

    Enable administrators to use Copy Version to copy form data for the current form, including supporting details, annotations, cell text, and cell documents to another version. Select the following default values:

    1. In Scenario, select the scenario from which to copy.

    2. In Copy From, select the version that contains the data to copy.

    3. In Copy To, select the version to which to copy the data.

    Note:

    Copy Version is not available to Power Users and Users.
  6. Click Save.