Saving and deleting menus and toolbars

How you save a menu and toolbar depends on whether the menu is part of the main TMW Back Office window or a tab within a form window.

  • Saving a menu and toolbar for a main window consists of assigning the menu and toolbar to users or user groups.

  • Saving a menu and toolbar on a tab of including it when saving the form window’s layout. This occurs by default.

Saving and deleting the menu for a main window

When you customize the menu and toolbar for TMW Back Office’s main window, you save the layout by assigning it to specific users or user groups. If you want to delete the layout, you do so by deleting the assignment to the users or user groups.

Each user and group can have only one saved menu. A user’s saved menu overrides a group saved menu.

To save and delete menu changes to the TMW Back Office main menu, you must add these options to your menu. They are automatically removed for a user.

  1. With the Customize window open, click the Commands tab.

  2. Under Category, select the MaintenanceMenu.

  3. Under Commands, locate Save Menu for User(s).

  4. Drag it to a location in the Tools menu.

  5. Repeat Steps 3 and 4 for Save Menu For Group(s), Delete Menu for User(s), and Delete Menu for Group(s).

  6. When you are finished, close the Customize window.

  7. Use the Save Menu for User(s) command to save this menu for yourself.

After you have added the commands to save and delete a main menu, do the following:

  1. Change the menu to the desired layout.

  2. Do one of the following:

    • Assign menu to user(s)

      Go to Maintenance > Save Menu For User(s).
      The User Chooser window opens.

      Note: The users are listed alphabetically according to User ID.

      image1

    • Assign menu to group(s)

      Go to Maintenance > Save Menu For Group(s).
      The Group Chooser window opens.

      Note: The groups are listed alphabetically according to Group ID.

      image2

  3. Select the users or user groups to assign to the menu layout.

    • To select users or user groups one at a time, click each checkbox next to the name of the users or groups.

    • To select all users or user groups, click the All checkbox.

      Note: To clear all selected, clear the All checkbox.

  4. Click OK.

Use this procedure to delete saved menus from the main window.

  1. Do one of the following:

    • Delete menu for user(s)
      Go to Maintenance > Delete Menu For User(s).
      The User Chooser window opens with the list of users currently assigned to the menu.

      • The users are listed alphabetically according to User ID.

        image3

      • If no menu is saved for the user, a message is displayed.

        image4

    • Delete menu for group(s)
      Go to Maintenance > Delete Menu For Group(s).
      The Group Chooser window opens with the list of groups currently assigned to the menu.

      • The groups are listed alphabetically according to Group ID.

        image2

      • If no menu is saved for a group, a message is displayed.

        image4

  2. Select the users or user groups to un-assign to the menu layout.

    • To select users or user groups one at a time, click each checkbox next to the name of the users or groups.

    • To select all users or user groups, click the All checkbox.

      Note: To clear all selected, clear the All checkbox.

  3. Click OK.

When you customize the menus and toolbars for one of TMW Back Office’s form windows, the system, by default, saves them when you save the form window layout. This is helpful when you design several menu/toolbar layouts for your users and want to call them up later to modify them.

Saving a menu layout with the window layout

By default, the option to save a menu layout with the form window’s layout is available. Use this procedure to save a menu layout with the window layout.

  1. Load the window layout.

  2. Customize the menu or toolbar.

  3. Right-click anywhere in the body of the window.
    A shortcut menu is shown.

  4. Verify a green check appears before the Toggle Include Current Menu With Screen Layout menu option.

    image5

  5. From the same shortcut menu, select Save Layout To Database.

  6. Verify the menu was saved with the window layout.

    1. Right-click anywhere in the body of the window.
      A shortcut menu is shown.

    2. Select Load Layout.
      The sub menu displays any saved window layouts.

      Those layouts that are appended with (+m) include a menu layout.

      image6

  7. Continue with assigning window layouts.

Resetting a menu layout

Even though the menu layout was saved with the form window’s layout, you can reset the menu layout separately from the window layout.

  1. Load the layout for which you want to reset the menu.

  2. Verify a menu was saved with the window layout.

    1. Right-click anywhere in the body of the window.
      A shortcut menu is shown.

    2. Select Load Layout.
      The sub menu displays any saved window layouts.

      Those layouts that are appended with (+m) include a menu layout.

      image6

  3. From the same shortcut menu, select Reset Menu for…​
    The current form name is shown in the menu.

    image7

    Notes:

    1. If the option is grayed out, the loaded layout does not include a customized menu. It is already set to the factory default.

    2. Resetting a layout for a window will also reset the menu along with it.

      image8

Deleting a menu layout

Use this procedure to delete a menu layout that is saved with the window layout.

  1. Reset the menu layout.

  2. Resave the window layout.