Creating Custom Menus

ControllerGuide > Controller > Controller Management Tasks > Options and Preferences in Controller > Custom Options Setup > Creating Custom Menus

You might want to create a custom menu in a module if you need quick access to specific documents or websites. For example, you might have an end-of-day checklist you want to easily access at business close or certain websites you often visit that relate to tasks for that module. In the Custom Menus area of the Custom Options tab, you can create a custom menu in any module to access any document or internet site.

To create a custom menu option:

1 In Controller, select Organization Options > Define Organization Preferences or Company Options > Define Company Preferences from the navigation pane.

2 Select the Custom Options tab in the CMS Module Preferences window.

3 In the Custom Menus grid, select the module you want to create a custom menu for from the Module drop-down.

4 If you want to create a category for the menu option, type a category name in the Category field.

You might use categories, for example, if you have two business websites you visit frequently and four checklists you use each day. You could define a category for websites and another for checklists.

5 In the Menu Item Name column, enter the name of the menu option as you want it to appear in the custom menu.

6 In the Location/File Name field, enter or browse to the path where the document or program you want to access from the custom menu is located. If you want to link to a website, enter the site address.

7 If you want the custom menu to open to a website, select the Is this a URL? check box.

8 Select the Publish to Server check box if you want to publish the file to the SQL server for access by anyone with rights to the custom menu. If you leave this check box unchecked, only those with access to the location defined in the Location / File Name field will be able to use this custom menu option. This check box is only available if you did not select the Is this a URL? check box.

You can right-click in any cell of the grid for options to remove the menu and/or the document from the SQL server.

The order in which you enter menu items in this window is the order they appear in the custom menu. You must set up security to allow access to the custom menus in each module.