Configuring menus

You can add or remove items from the standard delivered menus in Infor Rich Client. As you define your roles and workflows, you may decide to configure the menu to include the monitoring of new pages or lists. You may find submenus that are highly specialized and can be removed from the general roles.

  1. Configure a menu directly from the menu. Open the menu and in the heading, press Ctrl + Shift + left-mouse-click and the menu information displays. Click the Configure link.

    This creates a new configured list record that will open in the Configuration Console.

    Or

    Create a configuration record from Configuration Console:

    1. In the Infor Rich Client, access the Configuration Console. Select Start > Configure > Application.
    2. Select Configured Menus in the left pane.
    3. Click the New icon at the top of the left pane.
    4. Select a menu from the list and click OK. The list contains all of the defined menus in the application.
  2. Modify the menu.

    • To remove items, on the menu item, right-click > Delete Menu Item.

    • To add items, drag and drop an item from the application menu to the menu editor view, or create a shortcut on the canvas from the list, form, or page you want to add to the menu and then drag and drop the shortcut from the canvas to the menu editor view.

    The changes you make to the menu will be reflected for all users who have access to the menu.