Form assignments

In the Configure Menu page, 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 that are assigned to those menu choices.

In this example, the Item form has been added to the “My Test Menu” choice. This menu choice was created using the Add Menu button in the toolbar.

Task Procedure
Viewing forms associated with a menu Expand the menu tree by clicking the arrows beside the menu names.
Adding a form to a menu How does a new menu become visible in the Optiva toolbar? You must add at least one form to that menu.

Select and drag the form from the Available Forms section to the Existing Menus section. Then, click Save.

Moving 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.
Removing a form from the menu structure

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

Removing an entire menu

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