Application Menus

Use the Application Menus function to maintain the Traverse main menu. You can add, delete, and rearrange items on the menu as well as hide items.

Before adding, editing, or deleting an application menu item, select your applicable language using the Language toolbar button.
Note: You can also Add New languages, Import translated menu descriptions, and Export translated menu descriptions. If you add a new language, you can select to use it from the Menu Language field in the Traverse Preferences.

Adding an Item

  1. Click the New button, on the toolbar, to open a blank application menu item record.
  2. Enter a description for the new item as you want it to appear on the menu in the Description field.
  3. Select the type of item from the Type field.
    4. Select To
    Form Open a normal form.
    Report Open a report.
    Comment Display a message.
    Menu Access sub menus below the current menu.
    Document Open a file outside of Traverse.
    URL Open a website address.
    View Open an interactive view.
    Dashboard Open a Traverse dashboard.
    Note: You can only select Menu for the first two levels of the menu. You can select any of the other types for the third level.
  4. Enter the number that represents the order of the menu item in the Order field.
  5. The read-only Menu ID is system-generated.
  6. if a document or URL type is selected, enter the path and file name or the URL, as applicable, in the Document field.
  7. Enter, if applicable, the assembly name in the Assembly Name field.
  8. Enter, if applicable, the plugin name in the Plugin Name field.
  9. Enter the Order number that represents the order of the menu item on the main menu.
  10. Select the Application to use when opening the menu selection. This is used at the third level of menus.
  11. Select the Hide check box if you do not want the item to display on the menu.
  12. Select the menu type for the item from the Menu Type field.
    13. Select Example Function
    Company AR Customers (use this type for company specific functions)
    Payroll PA Print Checks (use this type for payroll specific functions)
    System SM Business Rules (use this type for system wide functions)
    Note: Menu Types have the most significance when setting up menu-level permissions.
  13. If the menu item accepts input parameters, enter those in the Parameter field.
  14. If the menu item has been replaced by another, mark the Replaced check box.
  15. Click the Save button, on the toolbar, to save the application menu information.

Editing an Items

  1. Select an application menu item to edit from the Description field.
  2. Edit the fields as necessary.
    Note: Clear the Hide check box, if applicable, it you want the item to display on the menu.
  3. Click the Save button, on the toolbar, to save any changes made to the application menu item.

Deleting an Item

  1. Select an application menu item to delete from the Description field.
  2. Click the Delete button, on the toolbar, to delete the selected application menu item.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.