Menu Maintenance: Difference between revisions

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This screen allows you to maintain the details of the categories displayed on each menu. You can then assign them to roles, which will control the menus displayed to the users with that role selected.
This screen allows you to maintain the screens (programs) on each of the sub-menus displayed on the main menu. You can then assign them to roles, which will control the menus displayed to the users with that role selected.


You can maintain Roles in the [[Roles]] screen.
You can maintain Roles in the [[Roles]] screen.
See also:
* [[Program Maintenance]]
* [[Menu Options]]


{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.
{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.
<gallery widths=600px heights=340px perrow=1>
Image:CTLTMS_Menus.png|''Menu maintenance''
</gallery>




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The following actions are available on the Details panel:
The following actions are available on the Details panel:
* {{Button|Query}} - See [[#Queries|Queries]] below.
* {{Button|New}} - create a new record.
* {{Button|Refresh}} - See [[#Results Tables|Results Tables]] below.
* {{Button|Save}} - save a new record or changes to an existing record.
* {{Button|Settings}} - This displays a pop-up Preferences window. Here, you can choose any roles that have been assigned to you (which can change the function of some screens) or choose the look and feel of the system with the Theme drop-down list.
* {{Button|Delete}} - delete an existing record.
* {{Button|Widget}} - See [[#Widgets|Widgets]] below.
* {{Button|Help}} - help on this screen.
* {{Button|Export to Excel}} - See [[#Results Tables|Results Tables]] below.
* {{Button|Undo}} - undo change made since last save.
* {{Button|Export to CSV}} - See [[#Results Tables|Results Tables]] below.
* {{Button|Clear}} - clear all fields.
* {{Button|Add_To_Favorites}} - See [[#Menu|Menu]] below.
* {{Button|Toggle}} - toggle display of all accordion headers.
* {{Button|Column Selector}} - See [[#Results Tables|Results Tables]] below.




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[[Category:Administration]]
[[Category:Administration]]
[[Category:UG 331692 CTL-TMS Reference Guide|100-{{PAGENAME}}]]

Latest revision as of 11:42, 17 January 2020

This screen allows you to maintain the screens (programs) on each of the sub-menus displayed on the main menu. You can then assign them to roles, which will control the menus displayed to the users with that role selected.

You can maintain Roles in the Roles screen.

See also:


Warning Warning: This is a system administrator function - if you change the settings here, this will affect all users of the system.



You can query data by and/or choose to display data as follows:

  • Code.
  • Description.
  • Active.
  • Created By.
  • Created Date.
  • Last Updated By.
  • Last Updated Date.
  • Last Active Change By.
  • Last Active Change Date.
  • Last Process Id.
  • Update Counter.


The following actions are available on the Details panel:

  • Button New - create a new record.
  • Button Save - save a new record or changes to an existing record.
  • Button Delete - delete an existing record.
  • Button Help - help on this screen.
  • Button Undo - undo change made since last save.
  • Button Clear - clear all fields.
  • Button Toggle - toggle display of all accordion headers.


You can change or add the following:

  • Code - the menu category ID.
  • Name - The displayed name.

You can assign the menu items to user roles by clicking the Button New button in the Roles section of the Detail panel. The screen will display a pop-up window for you to select the Role from a drop-down list. You can then use the Save button to add the role or just close the window to cancel the addition.

You can delete an assigned role by clicking on the row and then clicking the Button Delete button.