Creating and Updating Action Menus

Service Administrators can create right-click (or action) 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

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 , enter the menu's name, and then click OK.

   • To edit details of an action menu, select it, and then click . See Working with Action Menu Items.

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