Menu Manager

This page is accessed via Configuration and Administration > User Configuration > Menu Manager.

Note: You only see menu layouts migrated from the legacy format in the Menu Manager. All PUBLIC menus have been migrated. For your user-defined menus, you should run the Migrate Menu action from the legacy menu editor.

Searching for Menus

When you first access the menu manager search/results page, migrated user menu layouts are shown.

1. To refine the list, click in the "search here" box and enter a search word.
   
   When you click Enter, you see the search results. The search criteria is shown in the search here box. You can enter more than one search word.
2. To remove a search word and revert to a more open search, click the x next to the search word.
3. To create a new menu, click the  (Add) icon.
4. To copy an existing user menu, select the row of the menu you want to copy and click Copy User Menu.
5. To edit an existing menu, click the  (Edit) icon displayed in the Action column. You see 3 options:
   1.  (View Menu): Click to open the selected menu in view only mode in the Menu Editor.
   2.  (Edit Menu): Click to open the selected menu in edit mode in the Menu Editor.
   3.  (Delete Menu): Click to delete the menu.

Menu Editor

The Menu Editor lets you control the elements that appear in Springboard and the Navigator. After you create a menu, you can assign it to a domain, user, or level using the Access Manager. Also, note that you can assign more than one menu. For example, you could create a standard menu for all users in a domain. This menu could contain links to general functions that everyone can use. Then, you can create additional menus that include more specific links for select users or a particular level. After you design the appropriate menus, you can use the Access Manager to assign them. The links from each menu that is assigned appear in the menu navigation frame. Configuring manager layouts, user-defined screen sets, and workbench layouts are all added to the user interface by adding them to a user menu.

Menu elements consist of groups and links:

• A group is used to organize lower level menu elements such as other groups and links. For example, on the default navigation menu, Shipment Management is a group that includes Shipment Management, Itinerary Management, and other elements.
• A link is a URL that launches a specific Oracle Transportation Management page or website.

After you create a new menu, you must assign user access to the menu in order for it to be used. Learn more about configuring the user interface here.

Creating a Menu

There are two ways to create a menu. You can copy an existing menu and modify its structure to meet your needs, or you can create a new menu and design it from scratch. The recommended approach is to copy one of the public menus delivered with Oracle Transportation Management and use it as the starting point for designing a new menu.

Working with a Groups and Link

The Menu Editor has two sides. On the one side you see the higher level details about this menu including the User Menu ID, Domain Name, and the menu showing all of the groups and links. You can click on an arrow to expand a group. The folder icon indicates a group and page icon indicates a link. One the second side, you see the details of the selected group or link.

• If you want the menu elements to display alphabetically in your language, select the Display Alphabetically check box.
• Click on the folder or page icon to view the icons which allow you to:
  • move up
  • move down
  • edit
  • add
  • delete
• When you click on a folder or page icon, you see the details of the group or link display on the right-side of the page.

Insert Menu Element

You can insert groups and links at various levels of the menu.

1. Select the group under which you want to insert the new element. 
2. Click the  (Add) icon.
   
   The element is always inserted at the end of the hierarchy based on the element's current position in the hierarchy. For example, if you click this icon next to the top element, the new element is added to the bottom of hierarchy. If you click this icon next to a group that has child elements such as other groups, the new element is inserted after the last group.
   
   A link is the lowest level element in the menu hierarchy and you cannot insert an element after it.
3. Select a Type of either Link or Group.
4. Enter the details for the element type you selected.

Edit a Menu Object

You can edit groups and links at various levels of the menu.

1. Select group or link you want to edit and click the  (Edit) icon.
2. On the Edit Menu Element page, you can update the details for the group or link.

Delete a Menu Object

You can delete a group and all of its child objects or delete the child objects within a group.

1. Select group or link you want to edit and click the  (Delete) icon.

Move a Menu Object

You can move the menu elements around in several ways:

• the  Move Up and  Move Down icons
• drag and drop
• keyboard

You can move menu elements to different positions in the hierarchy. To move an element within the hierarchy, select the menu element and click or depending on the direction that you want to move. If you get to the beginning or end of the list and click these icons, the element wraps around to the beginning or end depending on its position.

You cannot move an non-power data element into a power data group or link. Also, you cannot move power data element outside of a power data group/link. You can only move a power data element within it current power data group.

Right-click Functionality

The following functionality is available via right-click:

• Cut
• Paste Before
• Paste 
• Paste After

Element Details

When you select a group or a link, you see the details of the element.

1. You can create relative URLs that will work as you copy the User Menus from one Oracle Transportation Management server to another. For example, create external URLs like this:
   • Rapid order base and order release manager can only be added to a menu as external URLs in the following format:
     • Rapid order base manager: /servlets/RapidOBCustManagementServlet?manager_layout_gid=<Domain>.<YourManagerLayout>&new=y
     • Rapid order release manager: /servlets/RapidORCustManagementServlet?manager_layout_gid=<Domain>.<YourManagerLayout>&new=y
   • For Tomcat content: /servlets/ glog.webserver.xxx.xxx
   • You can also add the following macro variables in the URL to pass data:
     • $CURRENT_FINDER_SET = This will pass the finder set GID for the screen running the action.
     • $CURRENT_USER = This will pass the current user ID.
     • $CURRENT_USER_ROLE = This will pass the user role GID for the current user.
     • $CURRENT_DOMAIN = This will pass the current domain.
     • $LOCATION = This will pass the user location defined by the Manage User Location action.
     • $DATE = This will pass the current system date.External URL: Creates a menu link that launches any internet address. If you enter an Internet address, include http:// as a prefix.
2. Data Entry: Creates a menu link that launches an Oracle Transportation Management-specific URL that represents the first data-entry page for a business object. For example, this link would display the first data entry page for Order Base, Shipment, Simple Order, End-to-End Order and so on. Use these URLs to create a menu link that bypasses the Search page (Screen Set) normally associated with the business object.
3. Screen Set: Creates a menu link that launches a screen set and displays either the Search or Results page for a business object (depending on how the Screen Set is configured).
4. Workbench: Creates a menu link that launches the enhanced workbench screen. You must specify the default layout for the workbench. You can only add enhanced workbench layouts as menu links.
5. Dashboard: Creates a menu link that launches an Analytics dashboard.
6. If you are editing an existing menu link, you can only update data (for each type listed above) but you cannot change the type of link. For example, if you edit a link type of Screen Set, you can update the Screen Set ID but you cannot change the link type to Data Entry.
7. Select the Show Menu option to show the entire menu. Deselect to hide the entire menu.
8. The Show on Springboard option allows you to make a group or link visible or hidden on the Springboard. All menu items are always shown on the Navigator.
9. If Show on Springboard option is selected, you can select a pre-defined Image ID to display on the Springboard as an icon. The image only displays if the Show on Springboard option is selected.
10. Click Save.
11. Click Finished.

Note: In most cases, you would choose either Data Entry or Screen Set for a specific business object, but not both. For example, if you choose a Screen Set for a business object such as order base, the link will launch the Search page which can provide access to the data-entry pages via the New button or icon.

New/Edit Menu Element - Group

A group is the highest level in the menu hierarchy and can be used to nest other groups or links. You can add new menu groups or edit existing menu groups. You can also add labels under a group as static text. A group hierarchy is limited to three levels.

1. Enter or update a name for the link in the Group Name box. This name appears on the menu.
2. Select the Show Menu option to show the entire menu. Deselect to hide the entire menu.
3. The Show on Springboard option allows you to make a group or link visible or hidden on the Springboard. All menu items are always shown on the Navigator.
4. Click Save.
5. Click Finished.