Definition

EndDefinition

Each menu:

• is only visible to users owning the access rights to the module to which the menu is attached (via user's profile);
• contains a group of options allowing access to the different Service Manager information via the opening of forms and lists;
• can be divided into sub-menus grouping options by functions, in order to avoid to limit the size of the menu.

Notes

• Only a profile owning the edit rights to the module to which the menu is attached may change the parameters of this menu.

• Parameter settings of the menu toolbar:
  • The access rights to menus are defined by profile (and apply to all users of this profile);
  • The list of available menus is delivered by EasyVista: You will not be able to create new menus by yourself.
  • You will not be able to delete a menu: You may deactivate it by deactivating its access rights of the related profiles (via the Access Management only).
  • You cannot change the name of the menus and their display order.
  • You may change the background color of the tab and of the text associated to the menu; these one are automatically applied to the following elements of the menu: window title of wizards, separation line on the forms.

• Parameter settings of a menu:
  • The access rights to menus / sub-menus are defined by profile (and apply to all the users of this profile);
  • The list of available options / sub-menus is delivered by EasyVista:  You will not be able to create new options / sub-menus by yourself.
  • You cannot delete an option: You need to deactivate the option by disabling it in the related access profiles (via this parameter page or via the Access Management).
  • To delete the complete access to a sub-menu that includes options, you need to deactivate the access to each option.
  • You may change the name of the options and their display order.
  • If you leave only one option enabled in a sub-menu, this one is no longer displayed but replaced by the option.

Best Practice

• To define the access rights by profile, click the Edit menu  option of the desired menu; then click  related to each option.
• When you change the color of the tabs, use the RGB or HSB code of the color palette if the application is integrated with a web site or if you must follow a precise graphical.

Screen description

Access: (menu) > Edit menu

List of Menus / Sub-Menus (Note: The list is created by EasyVista):

• Click  to display the sub-menus. 
• The list is visible by all profiles (No personalization is possible by profile).

: Defines the access rights to the menu / sub-menu by profile. You can use Profile form too.

: The menu / sub-menu is visible by at least one profile; Click the icon to delete the access for all profiles.

: The menu / sub-menu is invisible for all profiles; Click the icon to reactivate the access for all profiles.

 and : Indicates whether the sub-menus are sorted in alphabetical order or in default sort order (defined by EasyVista).

• Menus can not be automatically sorted alphabetically.
• Alphabetical order considers the language of the connected user. 
• Alphabetical order is defined for all profiles (No personalization is possible by profile).

 and : Changes the display order of menus /sub-menus.

• The position of the sub-menus is unchanged if you change the position of a menu.
• The position of menus /sub-menus is defined for all profiles (No personalization is possible by profile).

Procedures

How to set menu parameters

Note: This option is only available if you own the access rights for the module to which the menu is attached.

Step 1: Access to the customization options.

1. Click in the toolbar on the menu you want to personalize.

2. Click the Edit menu  option at the bottom of the menu.

Step 2: Customization of the menu.

Selection of the sub-menus

• Click .
• Check the sub-menus you want to display in the menu.
• Uncheck those you do not want to display.
   

Access restrictions to the options of the menu

• To delete the access from all profiles, click .
  The icon  will then be displayed.

• To give the access to all profiles, click .
  The icon  will then be displayed.

• To give the access to certain profiles, click .
  • In the Visible list, select the profiles owning no access to the option.
  • Switch them in the Invisible list by clicking on . 
  • Click OK.
     

Position of menus / sub-menus

• Click  or  related to each element to move.
   

Alphabetically sort order of sub-menus

• Click  related to the menu.
• Click  to return to the default sort order.
   

Step 3: Save the changes.

• Click Save.
   

Step 4: Test the customization of the menu.

1. Connect yourself with a user attached to the profile.

2. Check the correct application of your changes.

How to change the colors of the tab of a menu

Step 1: Select the menu to customize.

1. Select Administration > Parameters > Styles Sheets for Modules in the menu.

Step 2: Customization of the menu.

1. Click  icon on the Background Color and Text Color zones related to the menu to personalize.

2. Select the desired color in the palette color.

• Either select the color by dragging the mouse cursor on the palette.
• Or enter the hexadecimal code in the # zone.
• Or enter RGB or HSB code in the dedicated zones.

3. Click Save.

Return to the original configuration

• Click Cancel
  Caution: No confirmation is requested.
   

Step 4: Test the customization of the menu.

1. Check your color changes in the menu toolbar.