Menu Options: Difference between revisions

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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.





Revision as of 18:39, 30 October 2019

This screen allows you to maintain the menu options in the system. This defines how the menus and sub-menus all link together and what screens are called.

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:

  • ID - a unique identifier.
  • Menu Name - the name of the menu this menu option belongs to.
  • Called Program - the program called.
  • Available - controls whether this option is available.
  • Is this a Menu - controls whether the option is itself a menu.
  • Option Help - help displayed against this option.
  • Option - a sequence.
  • Menu Text - the text displayed.
  • 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:

  • Menu Name - the name of the menu this menu option belongs to. You can look this up using the Lookup button to the right of the text field. The screen will display a pop-up window to select the menu name. You can maintain menu names using the Menu Maintenance screen.
  • Is this a Menu - a check box controlling whether the option is itself a menu.
  • Called Program - the program called. You can look this up using the Lookup button to the right of the text field. The screen will display a pop-up window to select the program. You can maintain programs using the Program Maintenance screen.
  • Option Help - help displayed against this option.
  • Option - a sequence.
  • Menu Text - the text displayed.
  • Available - a check box controlling whether this option is available.