Menus

Settings

Navigation: Main Menu > Setup > Settings

User Settings

• Setups > Menu Manager > Access Allowed: Checkbox. If checked, access is allowed to the menu setups.

• System > Hide Main Menu: Checkbox. If checked, the main menu is hidden (only the Tile menus are displayed). 

• System > Menu Template: A dropdown list of all the available menu templates. This setting is used to assign a menu template to a user.

General Settings

• General Setting > General > Disable Automatic Tile Menu updates: Checkbox. Unchecked by default. If checked the text on the tile menus (transaction counts) are supressed. The text can be shown by clicking the Menu icon (four-colour button on the top left). This is a backstop setting in case the tile menu refreshes slowly after an upgrade.  BOS Enterprise must be restarted to affect changes to this setting.

Menu Groups: List View

ℹ️ Menu Groups are used to group menu items (e.g. Transactions, Workflow, Accounting).

Navigation: Main Menu > Setup > Menus

Buttons Explained

ℹ️ To edit a Menu Group, double click the group name on the list of Menu Groups.

• New: Creates a new menu group.

Fields Explained

• Description: The name of the group.

• Colour: The colour allocated to the group.

• Items: The number of items in the group.

• Menu (...): Options to Edit or Delete the group.

Menu Groups: Edit View

ℹ️ Fixed Groups (Home (First in Main Menu) Help, Refresh and Recent (Last in Main Menu) are automatically added.

ℹ️ Items are automatically added.

ℹ️ Groups can be re-ordered using drag-and-drop.

Buttons Explained

• Arrows: Scrolls between the menu groups.

• Edit: Allows the group to be edited.

• New: Creates a new menu group.

• Save: Saves any changes.

• Delete: Deletes the menu group if it is empty and not allocated to a template. 

• Menu: Layout 

• Close: Closes the Edit Menu Group popup.

• Add Menu Items: 

  • Allows menu items to be added to the group by opening a popup from which users may select items. 

  • Multiple items can be selected by holding down the Ctrl key when clicking the items.  The selected items are added by clicking Add (button) at the bottom of the popup.  

  • The radio buttons on the top row provides the following headings (some headings may not contain data):

    • Fixed Menu Items:

      • Help:  Provides links to the following:

        • Request Helpdesk Support

        • Online Documentation

        • Renew License

        • Terms of Use

      • Refresh: Refreshes all the tables that are currently open.

      • Recent:  Provides quick-access links to recently viewed modules.

    • Transactions: Provides a list of all the created Transaction Types for selection.

    • Workflow: Provides a list of workflow processes for selection. 

    • Trackers: Provides a list of trackers for selection.

    • Reports: Provides a list of custom reports for selection.

    • Actions: Provides a list of actions for selection.

Fields Explained

ℹ️ Additional fields can be added using the Field Chooser (*).

• Caption: A field to type the name of the group.

• Colour: An option to select a colour for the group by clicking the arrow on the colour. Although any colour may be chosen, keep in mind the text on the tile menu is white. 

• The selected items are displayed on the grid as follows:

  • Module: The name of the module (menu item).

  • Caption: The customised name of the module (menu item).

  • Tile Menu: A checkbox. If checked the item is displayed on the Tile Menu. If unchecked, the item is only displayed on the top Main Menu.

  • Begin Group: A checkbox. If checked draws a line just above the item name to delineate it from the other items in the group.

Menu Templates: List View

Buttons Explained

ℹ️ To edit a Menu Templates, double click the template name on the list of Menu Templates.

• New: Creates a new menu template.

• Menu: 

  • Refresh: Refreshes the display to include the latest information.

  • Layout

Fields Explained

ℹ️ Additional fields can be added using the Field Chooser (*).

• Description: The name of the menu template.

• Default: A checkbox. If checked this template is the default template that is allocated to new users.

• Items: The number of items included in the menu template.

• Users: The number of users to whom the menu is allocated.

Menu Templates: Edit View

Buttons Explained

• Arrows: Scrolls between the menu templates.

• Edit: Allows the templates to be edited.

• New: Creates a new menu template.

• Save: Saves any changes.

• Delete: Deletes the menu template if it is empty and not allocated to a user. (If it contains items, edit the template, and delete all the items first.)

• Menu: Layout 

• Close: Closes the Edit Menu Templates popup.

• Custom Menu Group: Provides a dropdown list of all the created Menu Groups for users to select the Group to include. Only one group can be added per line. 

Fields Explained

ℹ️ Additional fields can be added using the Field Chooser (*).

• Menu Group: The name of the menu group.

• Tile Menu: A checkbox. If checked, the menu group is displayed on the tile menu. Only the items for which the Tile Menu checkbox is checked on the Menu Group are included.

• Begin Group:  A checkbox. If checked draws a line just above the item name to delineate it from the other items in the group.

• Menu (...): Options to rearrange the menu (entries can also be dragged and dropped):

  • Move Up

  • Move Down

  • Delete

Tile Menu: Additional Information 

• The Tile Menu should display frequently used Menu Items.

• The number of items that can fit on the Tile Menu depends on the monitor size and resolution.

•  Groups default to two columns, but up to six columns fit on a standard HD display (1920 x 1080).

• Four to eight rows are ideal for a standard HD display (1920 x 1080). 

• The Tile Menu displays live Notes  (transaction counts) for Transactions and certain Fixed Modules. See the example below.