Defining Menu Collections
You can define collections of menu items such as programs, browses, process maps, and dashboards using Menu Collection Maintenance. You can place menu collections in any folder in the Applications pane. The default location for menu collections is the Menu Collections folder, and you can use drag and drop to place the collection in any other menu.
Menu Collection Maintenance
Note: Menu Collection Maintenance is only available if you have access to the Administration menu.
To define a menu collection:
1 Choose Administration|Menu Collection Maintenance.
2 In the Name field, enter a name for the menu collection. The Name field drop-down sorts collections alphabetically and a scrollbar displays for long lists of collections. Additionally, collections starting with the letters you enter in the Name field are listed automatically.
3 In the Location field, if you want to place the menu collection in a particular menu, drag-and-drop the menu folder from the Applications area to the Location field. This replaces the Menu Collections default location with the new menu folder. If you leave the field blank, the new menu collection is placed in the Menu Collections folder (In Collections).
Changing Default Location
4 In the Items box, drag-and-drop one or more menu items from the Applications area to the Items box. These are the items that will be in the menu collection.
5 Click Save.
To edit a menu collection:
1 Right-click on the menu collection and choose Edit, or choose Administration|Menu Collection Maintenance.
2 In the Name field, use the drop-down menu to select the name of the menu collection you want to edit.
3 To change the placement of the menu collection, drag-and-drop a menu folder from the Applications area to the Location field. The menu collection now moves from its current location to the menu folder you drag-and-drop to the Location field.
4 To change the order of a menu item in the collection’s Items box, click on a menu item in Items and use the up and down arrow buttons located next to the box.
5 To delete a menu item from the collection, in the Item box, click on a menu item and press the Delete key on your keyboard.
6 Click Save.
To delete a menu collection:
1 Right-click the menu collection and choose Delete. Alternatively, choose Administration|Menu Collection Maintenance.
2 In the Name field, use the drop-down menu to select the name of the menu collection you want to delete, and click the Delete icon.