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How do I set up menu functions?

Within Optimum, you can change the names of functions that appear in the menus and in the Info-Bar. The new names will then be shown on all instances of the program.

 

Click here for an overview of how menu profiles are used.

How do I set how functions appear in the menus?

Within Optimum, you can customise the names of the menus, and also the name of items that appear in a menu.

For each function that you want to appear in any menu, you need to allocate a code to the program name, and set what you want to appear as the function title in the menu listing and in the Info-Bar. This allows you to name the functions so that they fit in with your own processes.

  • To set up a new menu, follow the instructions here

  • To set up a new function in a menu, follow the instructions here

  • To edit an existing menu or function, follow the instructions here

Setting up new menus

  1. Select Menu Functions from the menu.

  2. Click New.

  3. Enter a Code for the new menu function.

Note: Each menu function must have a unique code. If you enter a code that is already being used, you will receive an error message advising you that "Record already exists for code.", and your new entry will not be saved. In this case, click Cancel, then New, and enter a unique code.

  1. Enter a Menu Title for the function, up to 30 characters. This is the name that will appear in the menu lists.

  2. Enter a Program Heading for the function, up to 50 characters. This is the title that will appear in the Info-Bar.

  3. Leave the Program Name field blank.

  4. Enter a Location.

  5. Enter an Icon Name.

  6. Select "Menu" as the Type.

  7. Enter the appropriate Parameters.

  8. Click Save.

If the save has been successful, you will receive a message in confirmation. If not, you will receive an error message to advise you why not.

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Setting up new menu functions

  1. Select Menu Functions from the menu.

  2. Click New.

  3. Enter a Code for the new menu function.

Note: Each menu function must have a unique code. If you enter a code that is already being used, you will receive an error message advising you that "Record already exists for code.", and your new entry will not be saved. In this case, click Cancel, then New, and enter a unique code.

  1. Enter a Menu Title for the function, up to 30 characters. This is the name that will appear in the menu lists.

  2. Enter a Program Heading for the function, up to 50 characters. This is the title that will appear in the Info-Bar.

  3. Enter the appropriate Program Name.

  4. Enter a Location.

  5. Enter an Icon Name.

  6. Select "Program" as the Type.

  7. Enter the appropriate Parameters.

  8. Click Save.

If the save has been successful, you will receive a message in confirmation. If not, you will receive an error message to advise you why not.

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Editing an existing menu or function

  1. Select Menu Functions from the menu.

  2. Select the appropriate menu or function from the list of Menu Functions on the left hand side of the screen.

  3. Make the necessary changes to the details.

Note: You cannot change the Code for a menu or function once it has been set up. If the wrong code has been assigned to a function, you should delete the function and create a new function using the appropriate code.

  1. Click Save.

If the save has been successful, you will receive a message in confirmation. If not, you will receive an error message to advise you why not.

 

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