Menu - field descriptions

Click a section for more information:

Form Security

Form Security is defined exclusively in the Role page. If you are assigned to more than one role, then you will have access to the union of all of the forms assigned to those roles.

Your Active Role controls which fields and tabs are displayed in those forms.

The Configure Templates page defines which fields and tabs are visible in each form for each role.

Using the buttons in the Menu page

Using the buttons in the Menu page, you can easily:
  • Add menus.

    • For a new menu (i.e., Form Group) to become visible in the Optiva toolbar, you must add at least one form to that menu and click Save.

    • When you add a Form Group, it is added to the current lab only.

    • To add the same Form Group to other labs, you must manually add that Form Group to each lab.

    • You can use either the Menu page or the Lab page to add Form Groups to labs.

  • Rename the Form Group (menu) or Form Name.
  • Delete menus.

The Switch Language button can be used to define labels for Form Groups and Forms in another language using the Rename button. For example, you can choose to show the menu titles in French.

You can save a different sort order of Form Groups by language. All Form

Groups are displayed for all languages. All forms and the order of the forms within a Form Group display the same for all languages.

Working with form assignments

The Available Forms section lists the forms that have not yet been added to a menu. The Existing Menus section shows the current menu structure and the forms assigned to those menu choices.
Task Procedure

View forms associated with a menu

Expand the menu tree by clicking the arrows beside the Existing Menu names.
Add a form to a menu

Select and drag the form from the Available Forms section to the Existing Menus section.

For a new menu to become visible in the Optiva toolbar, you must add at least one form to that menu and click Save.

Move a Form to Another Menu

Select and drag the form in the Existing Menus section to the desired menu location.

The form should be indented underneath the menu title.

Remove a Form from the Menu Structure

Select and drag the form from the Existing Menus section to the Available Forms section.
Remove an Entire Menu

Select the menu and click Delete. The menu choices return to the Available Forms section.