19. Layouts - Menus and toolbars

Transcription

1 19. Layouts - Menus and toolbars Changing menus and toolbars... 1 Customizing menus... 3 Adding menu categories to a menu bar... 3 Adding existing commands to a menu... 4 Rearranging and formatting a menu category... 6 Rearranging a menu category... 6 Rearranging menu commands within a category... 6 Removing a command from a menu category... 7 Removing a menu category... 7 Resetting the main menu... 7 Rearranging and formatting a menu... 8 Changing the name of a menu or command... 8 Beginning a group... 9 Setting menu animation... 9 Changing the viewing size of icons under menus Specifying a keyboard shortcut Customizing toolbars Positioning a toolbar Locking a toolbar Unlocking a toolbar Moving a toolbar Designing a toolbar Creating a new toolbar Adding a command to a toolbar Changing the name of a toolbar command Changing an icon's image Using the Image Editor Displaying a ScreenTip Displaying a shortcut key in ScreenTips Changing the viewing size of icons on the toolbars Managing a toolbar Renaming a toolbar Rearranging the icons on a toolbar Beginning a group Resetting a toolbar Deleting an icon from a toolbar Hiding a toolbar Deleting a toolbar Managing a toolbar command Rearranging a toolbar command Resetting a toolbar command Removing a toolbar command Defining custom commands to add to a menu or toolbar /2018

2 Providing access to the Custom Menus window Understanding the Custom Menus window Existing custom commands Information tab Menu Options tab Command buttons Defining a custom command to run an executable file Defining a custom command to launch a Web page Defining a custom command to run an Integrated Report Defining a custom command to create a menu Associating icons with custom commands Assigning an icon before you save a custom command Changing an icon for a saved custom command Changing the icon or text settings of a custom command in a saved layout Saving and deleting menus and toolbars Saving and deleting the menu for a main window Adding the commands to save and delete a main menu Saving a menu for a main window Deleting a main menu layout Saving and deleting menus and toolbars for a form window Saving a menu layout with the window layout Resetting a menu layout Deleting a menu layout /2018

3 Changing menus and toolbars In TMW Operations, located across the top of the window, is the menu bar. It consists of the Main menu bar and Main toolbar. From the main menu, you can select commands to execute certain tasks. TMW Operations also includes a set of icons referred to as a toolbar. Although menus ordinarily list all of the tasks you can perform within TMW Operations, you also can initiate many of these tasks by clicking on a toolbar icon. Among some of the most common tasks executed from a toolbar are New, Open, Save, Close, and Exit Application. Menus and toolbars can belong to the main application's window, or to a particular form window that opens within the main window. The main window is the container for all its applications. Show me The main window of TMW Operations contains these default menu categories and toolbar icons: Windows that open as tabs or floating windows within the main window are called forms. Show me This window in TMW Operations opens as a tab (or form) within the main window. It contains its own set of menu categories and toolbar icons. Both the main menu bar and the toolbar can be customized to meet the specific needs of your users Revised: 5/2016

4 Warning: Although system administrators can change and customize menus and toolbars for users or user groups, you should not assign a restrictive layout to your own user login. You can do any of the following: Rearrange commands within the same menu or move them to another menu. Add or remove commands from menus, or icons from toolbars. Define a custom command to launch an external program. Display shortcut keys and screen tips on menus and toolbars. Lock the position of a menu or toolbar. Assign a shortcut key to easily access a menu or toolbar command. Save and assign menus to specific users. See it in action Note: The menus and toolbars can also be changed as you would the menus and toolbars of many Windows applications. Use your mouse to drag items on, off, or around the menu bar. How to 1. Right-click in the menu bar. A shortcut menu is shown. 2. Click Customize. 3. As long as the Customize window is open, you can drag and drop menus, commands, toolbars, and icons. 4. On the Customize window, click Close Revised: 5/2016

5 Customizing menus The default menu items or categories ordinarily provide access to all the commands needed to function in TMW Operations. You might want to customize the menus to better meet your company's organizational structure, role assignments, or general way of doing business. The menus of TMW Operations can be customized in any of the following ways: Add, move, or remove menus and commands. Define a custom menu command to open an executable file or a web page. Configure the animation, keyboard shortcuts, and general behavior of the menus. Once customized, you can provide security to the features of TMW Operations by saving the menu with the window layout, and then assigning the layout to users or groups of users. Adding menu categories to a menu bar Before you can add your own new menu, you must first create it in the Custom Menus window. See Defining a custom command to create a menu. Each menu command is unique. You can add it to multiple menu bars, but, if you change it on one, it will change on the other. Use this procedure to add a new menu to the menu bar or as a sub-menu within a menu. 1. Right-click on the menu bar to customize. 2. Click Custumize to open the Customize dialog box. 3. Click the Cummands tab. 4. Under Categuries, select one of the following: To add a menu, select CustumMenu. Nute: The Custum Optiuns command and your own custom menu commands are listed here. To add the Custom Reports menu, select CustumMenuRepurts. 5. Under Cummands, locate the menu command to add. 19.3

6 6. Click and drag the command to a spot on the current menu. Add it directly to a menu bar Add it as a sub menu 7. If you want, change the name of the menu. 8. On the Customize window, click Cluse. Related Topicd: Adding existing commands to a menu Rearranging and formatting a menu category Rearranging and formatting a menu Adding existing commands to a menu Use this procedure to add an existing command to the new menu, or any menu category in the menu bar. You can have multiple occurrences of the same command under different categories. 1. Right-click on the menu bar to customize. 2. Click Custumize to open the Customize dialog box. 3. Click the Cummands tab. 19.4

7 T&e lin' ed image cannot be displayed( T&e )ile may &ave been moved* renamed* or deleted( +eri)y t&at t&e lin' points to t&e correct )ile and location( Layouts - Menus and toolbars 4. Under Categuries, select the category that currently contains the command you want to add to the menu. Existing commands are listed under the All Cummands category, or you can limit your choices by selecting one of the Menu categories, such as TuulsMenu. Show me Custom menu commands are listed under the CustumMenu category. Custom reports are listed under the CustumMenuRepurts category. Show me 5. Under Cummands, locate the command you want to add. 6. Click and drag the command to a spot on the current menu. Add it to an existing menu 19.5

8 Add it to a sub menu 7. To continue adding commands to the menu, repeat steps 4 through When finished, on the Customize window, click Cluse. Related Topicd: Adding menu categories to a menu bar Rearranging and formatting a menu category Rearranging and formatting a menu Rearranging and formatting a menu category When customizing a menu, you can rearrange the menu categories. Choose from any of the following options: Rearranging a menu category Use this procedure to rearrange the order of categories on the menu (e.g., File, Help, etc.) 1. Right-click on the menu bar and click Custumize. The Customize dialog box opens. 2. Directly on the menu bar, click and drag the menu category to the new location. Nute: Position the -bar where you want the new location. 3. On the Customize window, click Cluse. Rearranging menu commands within a category Use this procedure to rearrange the order of menu commands (e.g., Cuntent, Abuut) within each menu category. 1. Right-click on the menu bar and click Custumize. The Customize dialog box opens. 2. Directly on the menu bar, click on the menu category. The menu options are shown. 19.6

9 3. Click and drag a command to the new location within the menu. 4. On the Customize window, click Cluse. Removing a command from a menu category Use this procedure to remove a command from a menu. 1. Right-click on the menu bar and click Custumize. The Customize dialog box opens. 2. Directly on the menu bar, click on the menu that contains the command to remove. 3. Click and drag the command off the menu. 4. On the Customize window, click Cluse. Removing a menu category Use this procedure to remove a menu with all its commands. 1. Right-click on the menu bar and click Custumize. The Customize dialog box opens. 2. Click on the menu that you want to remove. 3. Drag the menu option off the menu. 4. On the Customize window, click Cluse. Resetting the main menu Use this procedure to remove all menu customizations and return the menu to its original factory default settings. Nute: The main menu bar is a menu, and not a toolbar; however, changes are made to it from the Tuulbar tab on the Customize dialog box. 1. Right-click on the menu bar and click Custumize. The Customize dialog box opens. 2. Select the Tuulbars tab. 3. Select MainMenuBar. 4. Click Reset. 19.7

10 5. At the Confirm Toolbar Reset dialog box, click OK to confirm. Nute: If you change your mind and do not want to reset the MainMenuBar, click Cancel. Related Topicd: Adding menu categories to a menu bar Adding existing commands to a menu Rearranging and formatting a menu Rearranging and formatting a menu When customizing a menu, you can rearrange the menu items and format the look and behavior of the menu. Choose from any of the following options: Changing the name of a menu or command Use this procedure to change the name of a menu or command. Nute: If you change the display text for a custom command using this procedure, you should record the name. This can be done in the Descriptiun field on the Custom Menus window. 1. Right-click on the menu bar and select Custumize. The Customize dialog box opens. 2. Do one of the following to display the item's properties: To change the name of a menu, right-click on the menu name. To change the name of a command under a menu, click on the menu to display the options, and then right-click on the command name. 19.8

11 3. In the Name field, change the name. If you want to create a keyboard shortcut for selecting the menu, add an ampersand (&) before the letter that will be the shortcut key. When the user presses ALT, the shortcut keys are underlined. In this example, the user can press N to open the New menu. 4. On the Customize window, click Cluse. Beginning a group If you want, you can group menu commands together within a category. Groups, identified by a separator bar, help you to locate a command. This is especially helpful if there is a long list of commands. Follow these steps to add a separator bar: 1. Right-click on the menu bar and click Custumize. The Customize dialog box opens. 2. Right-click on the menu item that will be below the separator bar. 3. From the short-cut menu, select Begin gruup. Nutes: 1. To add a group, at least two commands must be included in the Cummands list. 2. You might want to rearrange the commands prior to specifying a group so that the commands are grouped according to your specific needs. 4. Click Mudify Selectiun, and select Begin a Gruup. A separator bar is inserted above the highlighted command. Setting menu animation Use this procedure to change the menu animation, or the way in which the menu commands are presented when selecting a menu category. 1. Right-click on the menu bar, and click Custumize. The Customize dialog box opens. 2. Select the Optiuns tab. 19.9

12 3. In the Menu Animatiuns list, select the desired menu animation option (e.g., None, Random, Unfold, Slide, or Fade). 4. Click Cluse. Changing the viewing size of icons under menus If you want, you can have the application use large icons when menu options are viewed. Standard icuns un menu Large icuns un menu 1. Right-click on the menu bar and click Custumize. The Customize dialog box opens. 2. Select the Optiuns tab. 3. Under Other, select the Large Icuns un Menus check box. Nute: The icon can easily be returned to its default size by again selecting the appropriate check box

13 4. Click Cluse. Specifying a keyboard shortcut Use this procedure to specify a keyboard shortcut, which reduces the number of keystrokes required to access a category and command. 1. Right-click on the menu bar and click Custumize. The Customize dialog box opens. 2. Click Keybuard to open the Customize Keyboard dialog box; there are two sections on this dialog box: Categuries and Cummands. 3. Select the categury. A category refers to a menu, which appears on the TMW Operations menu bar. Categories can include FileMenu (File), ApplicatiunMenu (Application), and TuulsMenu (Tools). As shown in the illustration, each of these categories represents a menu on the TMW Operations menu bar. 4. Select the cummand you want to associate with the category. Within each category are one or more commands. A command refers to a menu option you access from a menu on the TMW Operations menu bar. 5. At the Specify a Shurtcut list, select the shortcut key(s) you want to assign to the category/command combination. If the current category/command combination does not have an assignment, then Nune is listed as the shortcut. If the current category/command combination has a previously assigned shortcut, then this shortcut key or key combination is listed

14 If you select a shortcut already assigned to another category/command, then this shortcut is listed. A status message, "Currently assigned " notes which command (menu option) possesses the shortcut assignment. 6. Click Assign. 7. Click Cluse. Nutes: 1. The next time you select the menu, the assigned shortcut will be listed following the command. 2. To remove a shortcut, click Remuve. 3. To return the shortcuts to their original settings, click Reset All. Related Topicd: Adding menu categories to a menu bar Adding existing commands to a menu 19.12

15 Customizing toolbars The default toolbar icons ordinarily provide access to all the commands needed to function in TMW Operations. You might want to customize the toolbars to better meet your company's organizational structure, role assignments, or general way of doing business. Toolbars, like menus, can belong to the application's main window or to a tab that opens within the main window. The toolbars of TMW Operations can be customized in any of the following ways: Add, move, or remove toolbars and command icons. Design a new toolbar. Define a custom command to open an executable file or a web page. yhange the icon image, displaying ScreenTips, and changing the viewing size of icons. Positioning a toolbar By default, you can move a toolbar to a different place on the window. If needed, you can disable this capability by locking the toolbar. Locking a toolbar To lock a toolbar and prevent it from being moved to another location, follow these steps: 1. Select the toolbar you want to lock, and right-click to display the shortcut menu. 2. Select Lock the Toolbars. Right-click on the toolbar and you will notice a checkmark adjacent to the Lock the Toolbars option this denotes the toolbar is now locked. Floating (unlocked) toolbars include a series of white dots on the leftside of the toolbar. Locked toolbars do not include a series of white dots on the left-side of the toolbar. Unlocking a toolbar To unlock a toolbar, follow these steps: 1. Select the toolbar you want to unlock, and right-click to display the drop-down menu

16 2. Select Lock the Toolbars to unlock the toolbar and clear the checkmark that identifies the toolbar as being locked. Moving a toolbar To move an unlocked (or floating) toolbar to another location on the window, follow these steps: 1. Select the toolbar you want to move. 2. On the toolbar, position the cursor over the and, when the four-sided arrow appears, move the toolbar. Related Topicd: Defining custom commands to add to a menu or toolbar Designing a toolbar Managing a toolbar Managing a toolbar command Saving and deleting menus or toolbars Designing a toolbar If you find that you typically perform certain tasks, you will want to create a toolbar designed to list only those categories and commands needed to perform your daily tasks. Creating a new toolbar To create a toolbar, follow these steps: 1. Right-click on any toolbar and click Customize. The yustomize dialog box opens. 2. Select the Toolbars tab. 3. ylick New to create a toolbar and to open the New Toolbar dialog box. 4. Type the toolbar name. Notes: 1. The toolbar name defaults to UltraToolbar#. It is suggested that you rename the toolbar and provide a more descriptive label. 2. You can rename the toolbar at any point. 5. From the Location list box, select the location of the toolbar

17 6. ylick OK. Toolbar name Identifies the toolbar. Location Where the toolbar appears on the window. For example, a Docked Right location forces the toolbar to display at the right side of the window. The default is Docked Top. A blank toolbar is placed on your window. 7. yontinue to add commands to the new toolbar. Adding a command to a toolbar After creating a toolbar, the next step is to add one or more commands (menu options). An example would be if you used commands on a regular basis, such as various reporting commands, then you will want to add these to your toolbar. To add a command to a toolbar, follow these steps: 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. On the Toolbars tab, make sure the toolbar for which you want to add commands is selected. This action will cause the toolbar to be visible on the TMW Operations menu bar and appear as

18 3. ylick Commands. 4. Select the category (e.g., Unassigned) to add to the toolbar. 5. Select the command (e.g., Reports) to add to the toolbar. 6. Drag the selection to the toolbar. Show me Note: Position the -bar where you want the command to be on the toolbar. In our example, the Reports command appears as on the Mybar toolbar. 7. Format the command so that it no longer appears as the on the toolbar. a. Right-click on the to display the shortcut menu

19 Show me b. From this shortcut menu, choose the desired option to apply to the command. The following is a list of the available options when formatting a toolbar: Default Style Text Only (Always) Text Only (in Menus) Nmage and Text Displays the default. Always displays descriptive text for the command. Note: Enabling this option applies the setting to all occurrences of the command. For all menu types, displays only the descriptive text and not the icon image for the command. Note: Enabling this option applies the setting to all occurrences of the command. Displays both the icon image and descriptive text for the command. Example: Notes: The Nmage and Text option must first be assigned before an icon can be added to the text. Does not apply to all occurrences of the command. 8. On the yustomize window, click Close. Changing the name of a toolbar command Use this procedure to change the name of a toolbar command. If you selected Show ScreenTips on Toolbars, this name displays to the user whenever the mouse pointer is passed over or near the command

20 Note: If you change the display text for a custom command using this procedure, you should record the name. This can be done in the Description field on the yustom Menus window. 1. Right-click on the toolbar and click yustomize. The yustomize dialog box opens. 2. Do one of the following to display the item's properties: To change the name of a menu, right-click on the menu name. To change the name of a command under a menu, click on the menu to display the options, and then right-click on the command name. 3. In the Name field, change the name. Changing an icon's image Toolbar commands can be represented by descriptive text and/or an icon image. Notes: 1. Before changing an icon's image, you must first assign a command to the toolbar. For details, see Adding a command to a toolbar. 2. To delete an icon from a toolbar, see Deleting an icon from a toolbar for details. To change an icon on the toolbar or to replace the empty icon image, follow these steps: 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Right-click on the icon you want to change. A shortcut menu is shown. 3. Select the appropriate option. Copy Button Nmage yopies the selected image. Note: Disabled if an image does not exist for the toolbar command

21 Paste Button Nmage Pastes the copied image to the current location. Note: Disabled if an image was not copied. If you want to copy and paste an existing icon image from a TMW Operations toolbar, follow these steps: 1. Go to the image to copy, right-click to display the shortcut menu, and select Copy Button Nmage. 2. Go to the location where the copied image is to be pasted, rightclick to display the shortcut menu, and select Paste Button Nmage. Reset Button Nmage Resets the image to its default. Note: Disabled if an image does not exist for the toolbar command. Edit Button Nmage Displays the Image Editor dialog box, and allows an image to be created or modified. See Using the Image Editor for details. Using the Image Editor Once a command has been assigned to a toolbar, use the Image Editor to create or modify an existing icon image. This image can either accompany or replace the descriptive text used to identify a toolbar command. To use the Image Editor, follow these steps: 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. In the toolbar, right-click on the icon to modify. 3. Select Edit Button Nmage. The selected icon is shown in the work area

22 Image Editor menus The Image Editor includes several menu options that provide tools for creating or editing an image. Nmage The imaging tools include rotation, movement, color, and capture options. Tools Includes various eraser, gradient, and brush size options, along with all tools included in the Drawing Tools toolbar. File You can use an existing image. 1) Select File > Open. 2) Browse to your image. 3) When you have found your image, select it, and then click Open. Your image appears in the display pane. 4) Select File > Exit. A window opens

23 5) ylick Yes. Your image is applied to the menu command. Image Editor toolbars The Image Editor also includes two toolbars: Drawing Tools and TextTools, which provide drawing and formatting tools when creating or editing an image. Use this procedure to display the Image Editor toolbar(s): 3. On the Image Editor menu bar, right-click to display the shortcut menu. 4. Do either of the following: Select Drawing Tools. This toolbar provides drawing tool options such as fill area, text for callouts, and assorted shapes including line, rectangle, and arc. Select TextTools. This toolbar provides formatting options such as font, font size, and bold text. 5. Use the drawing or text tools as necessary to create or modify your icon. When you have finished the icon image, close the Image Editor. Note: When entering text, press ENTER before closing the editor. An Image Editor message will prompt you to save the image. ylick Yes to save the image and insert it in the toolbar. Displaying a ScreenTip ScreenTips provide a brief description or title of the toolbar command, and are displayed whenever the mouse pointer hovers over or near the command. To enable ScreenTips, follow these steps: 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Options tab. 3. Select the Show ScreenTips on toolbars check box

24 4. ylick Close. Displaying a shortcut key in ScreenTips If ScreenTips are enabled and a shortcut key has been assigned to a command, then displaying both the shortcut key and ScreenTip provides a quick reference of the assigned shortcut key(s). To display shortcut keys in ScreenTips, follow these steps: 1. Right-click on the toolbar, and click Customize. The yustomize dialog box opens. 2. Select the Options tab. 3. If ScreenTips is not enabled, click the Show ScreenTips on toolbars check box to do so. See the Specifying a keyboard shortcut section for details. 4. ylick the Show shortcut keys in ScreenTips check box. The ScreenTip will include the shortcut key the next time it is viewed

25 5. ylick Close. Changing the viewing size of icons on the toolbars If you want, you can have the application use large icons when toolbars are viewed. Icon size Standard Example Large 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Options tab

26 3. Under Other, select the Large Ncons on Toolbars check box. Note: The icon can easily be returned to its default size by again selecting the appropriate check box. 4. ylick Close. Related Topicd: Defining custom commands to add to a menu or toolbar Positioning a toolbar Managing a toolbar Managing a toolbar command Saving and deleting menus or toolbars 19.24

27 Managing a toolbar After the toolbar design is complete, it may become necessary to rename, delete, or reset the toolbar. Renaming a toolbar Use this procedure to rename a toolbar if its title is misleading, was incorrectly named, or contains an error. 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Toolbars tab, and select the toolbar to be renamed. 3. ylick Rename. 4. At the Rename Toolbar dialog box, type the Toolbar name that will replace the original name. 5. ylick OK

28 Rearranging the icons on a toolbar Use this procedure to rearrange the order of commands on the system-created toolbar, the maintoolbar, or on a user-defined toolbar (e.g., MyBar). 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Commands tab. 3. ylick Rearrange Commands. The Rearrange yommands dialog box opens. 4. ylick the Toolbar radio button. 5. In the Toolbar drop-down list, do one of the following: Select the system-created toolbar, maintoolbar. Select a user-defined toolbar (e.g., MyBar). 6. ylick Add, Delete, Move Up, or Move Down to rearrange the toolbar as needed. 7. ylick Close

29 Beginning a group Use this procedure to group menu commands within a category on the MainMenuBar or a user-defined toolbar. Once a group is designated, it is identified by a separator bar. 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Commands tab. 3. ylick Rearrange Commands. The Rearrange yommands dialog box opens. 4. ylick the Toolbar radio button. 5. In the Toolbar drop-down list, do one of the following: Select the system-created toolbar, maintoolbar. Select a user-defined toolbar (e.g., MyBar). 6. In the Commands list, select the command where the group will begin. Notes: 1. To add a group, at least two commands must be included in the Commands list. 2. Before specifying a group, you might want to rearrange the toolbar to have similar items (i.e., Window, Help, etc.) in the same grouping. 7. ylick Modify Selection, and select Begin a Group. A separator bar is inserted above the highlighted command. 8. ylick Close. Note: It may become necessary to remove a group. To do so, select the separator bar, and click Delete

30 Resetting a toolbar Use this procedure to remove all of the customizations made to a toolbar and restore the toolbar to its original settings. 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Toolbars tab, and then select the toolbar to be reset. 3. ylick Reset. 4. At the yonfirm Toolbar Reset message, click OK to confirm. Note: If you change your mind and do not want to reset the toolbar, click Cancel. In the following example, the MyBar toolbar contained the Reports command before being reset. After the MyBar toolbar was reset, Reports was removed from the toolbar. Because Reports was the only command present, the resulting toolbar is now blank. Deleting an icon from a toolbar Use this procedure to delete an icon from a toolbar. 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. In TMW Operations, click and drag the icon off the toolbar. Hiding a toolbar Use this procedure to hide a user-defined toolbar from view. You cannot hide the systemdefined toolbar, MainMenuBar. 1. Right-click on the menu bar to display the shortcut menu

31 2. For the toolbar you want to hide, clear the adjacent check box. Deleting a toolbar Use this procedure to delete an obsolete toolbar. 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Toolbars tab, and then select the toolbar to be deleted. 3. ylick Delete. 4. At the yonfirm Toolbar Delete dialog box, click OK to confirm the deletion. Note: If you change your mind and do not want to delete the toolbar, click Cancel. Related Topicd: Defining custom commands to add to a menu or toolbar Positioning a toolbar Designing a toolbar Managing a toolbar command Saving and deleting menus or toolbars Managing a toolbar command It may be necessary to modify only the toolbar command and not the entire toolbar. For instance, you may want to delete the Reports command, but leave all other toolbar commands intact. Note: yustomizations to toolbar commands are initiated from the toolbar's shortcut menu; however, the yustomize dialog box must be open in order to activate this shortcut menu. Rearranging a toolbar command Use this procedure to rearrange the order of commands on a system-created toolbar (e.g., maintoolbar) or a user-defined toolbar (e.g., MyBar). 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Commands tab

32 3. ylick Rearrange Commands. 4. At the Rearrange yommands dialog box, click the Toolbar radio button. 5. At the Toolbar drop-down list box, do one of the following: Select the system-created toolbar, maintoolbar. Select a user-defined toolbar (e.g., MyBar). 6. ylick Add, Delete, Move Up, or Move Down to rearrange the toolbar as needed. 7. ylick Close. Resetting a toolbar command Use this procedure to reset a toolbar command to remove the icon image and any descriptive text from the toolbar command. This option does not clear customizations made for the remaining toolbar commands or for the toolbar itself. 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Select the Toolbars tab. 3. Right-click on the toolbar command to be reset. The shortcut menu is displayed

33 4. ylick Reset on the shortcut menu. In the following example, the Reports command was reset. Its image and text were replaced with the. Resetting the Reports command had no effect on the Nnventory Reports command. Removing a toolbar command Use this procedure to delete the selected command, including its icon image or descriptive text, from the toolbar. 1. Right-click on the toolbar and click Customize. The yustomize dialog box opens. 2. Right-click on the toolbar command to be deleted. The shortcut menu is displayed. 3. ylick Delete on the shortcut menu. Note: Toolbar commands, other than the currently selected command, are not deleted. If there are no other commands defined, then the toolbar displays as. Related Topicd: Defining custom commands to add to a menu or toolbar Positioning a toolbar Designing a toolbar Managing a toolbar 19.31

34 Defining custom commands to add to a menu or toolbar The Custom Menus window allows you to define custom commands and add them to any menu or toolbar in TMW Operations. You can define a custom command to open an executable file, an Integrated Report, or a web page. Custom Menus window The Custom Menus window consists of three sections: The top section of the window contains the Existing custom commnnds, which displays a list of the custom commands defined in TMW Operations as well as those defined in TMW's System Administration application. This information is read-only. Clicking on a line item in the grid displays the detail for that custom command in the two lower tabs. The Informntion tab contains fields where you can define new custom commands, or edit existing custom commands. The Menu Options tab is a grid used for creating, editing, or deleting parameters that are passed by the custom command to the target application. For more information on the columns and fields in this window, see Understanding the Custom Menus window Revised: 3/2016

35 Notes: 1. TMW's System Administration application also allows you to define custom menu commands for any base system application. You will be able to see the setup for those commands in the Custom Menus window in TMW Operations. 2. You can make changes to any existing custom command in either the System Administration application or in TMW Operations's Custom Menus window. Assignment of menu commands for core applications occurs in System Administration. Assignment of menu commands for TMW Operations occurs in TMW Operations. Custom commands can be added to: The menu and toolbar of the main TMW Operations window The main window is the container for all its applications. The main window of TMW Operations contains these default menu categories and toolbar icons: The menu and toolbar of any application that opens as a form within the main window Windows (or applications) that open as tabs or floating windows within the main window are called forms. They contain their own set of menus and toolbars. Warning! When defining the custom command, you have the option to pass the TMW user ID and password to the file or Web page. This ability can potentially result in security issues. It is recommended you do any of the following to reduce your security risk when defining custom commands. 1. Restrict access to the Custom!enu Entries menu command. 2. In SQL Server Manager, lock the TMW database tables (custom_menu and menu_options) that contain the custom command definitions. 3. Apply security to the Credentials field on the window using QuickDesigner Revised: 3/2016

36 4. Use Windows Authentication to log into TMW Operations. A user's password is never passed to the executable file through the custom command, even if the option is selected in the command definition. Providing access to the Custom Menus window The Custom Menus window is opened from the Custom Menu Entries command. However, this command is not, by default, part of the menu structure of TMW Operations. You must add it to a menu, and then save and assign the menu layout to the individuals who will be using it. Use this procedure to add the Custom Menu Entries command to a menu. 1. Open TMW Operations with a system administration login. 2. Right-click on the toolbar and click Customize. The Customize dialog box opens. 3. Click the Commnnds tab. 4. Select the MnintennnceMenu category. 5. In the Commnnds pane, locate Custom Menu Entries. Show me 6. Click and drag Custom Menu Entries to a place in a menu or toolbar. 7. Assign this menu to the individuals who will be using it. 8. Inform the individuals of the location of the Custom Menu Entries command. Related topics: Understanding the Custom Menus window Defining a custom command to run an executable file Defining a custom command to launch a Web page Revised: 3/2016

37 Understanding the Custom Menus window The Custom Menus window allows you to define custom commands and add them to any menu or toolbar in TMW Operations. The following sections comprise the Custom Menus window. Existing custom commands The fields in the grid are read-only, and provide a recap of existing custom commands. The grid displays command definitions that you already created here, as well as those you might have added through TMW's System Administration application. Seq Description Menu Text Displays each command s sequence number (10, 10, 30, etc.), which determines the order in which commands are listed under a menu. Displays the text entered in a command s Description field. Displays the text entered in a command s Display Text field. This is the command s name as it will appear in an application s menu. Menu Action type Displays the option selected as a command s Menu Action Type when the command was defined. Web Icon Displays whether the command launches a Web page. Displays an icon for the custom command if an icon has been set. Note: If a custom icon is not set, a default icon custom command when it is applied to a menu. will appear for the Revised: 11/2016

38 Information tab The fields on this tab are used to define a custom command and are grouped according to General, Target, and Parameter fields. General field definitions Sequence Web Description The sequence number is an identifier for the custom command that can be used as a method of sorting the list. For existing custom commands, the Sequence field displays the sequence number of the custom command that is highlighted in the existing custom commands grid. When you define a new custom command, the command is added to the end of the grid, and the Sequence field defaults to the next available whole decade (40, 50, 60, etc.). By default, the File to Open field lists parameters to add to the command line in the sequence they appear in the Menu Options tab. If this check box is selected, you will need to add any parameters to the File to Open field manually. Free-form text that describes the custom command Revised: 11/2016

39 Action Type Menu Text Hide text Hide icon Icon This drop-down list provides options that define the type of action the custom command will perform: Run Program Used to run an executable file, such as.exe,.com,.bat, and.vbs, specified in the Target field. See Defining a custom command to run an executable file. Used to run an Internet browser and open a Web page. See Defining a custom command to launch a Web page. Ponun Menu Used to add a menu category. See Defining a custom command to create a menu. Integrated Renort Used to run an Integrated Report. See Defining a custom command to run an Integrated Report. Free-form text for the custom command default name as it is to appear in an application s menu. Note: If you change the display text for a custom command using the Customize dialog box, you should record the name. This can be done in the Description field. This check box indicates whether the Menu text for the custom command will display in a menu. This check box indicates whether the Icon for the custom command will display in a menu. Displays an icon for the custom command if an icon has been set. Note: If a custom icon is not set, a default icon custom command when it is applied to a menu. will appear for the Revised: 11/2016

40 Target field definitions When Program File is selected as an Action Type, these fields are shown: Target File to Open This field records the path to the program to be executed by the custom command. If needed, use the Browse button to locate the program. Executable files include these extensions:.exe,.com,.bat, and.vbs. You can also identify files that are associated with known executables, such as.mps,.jpg, and.docx. Note: The program file can be anywhere on your system, as long as the correct path and file name appear in this field. If the path or file name is incorrect, the custom command can be assigned to a menu, but it will be inoperative. If the program specified in the Target field is to open a specific file, record the path to that file. If needed, use the Browse button to locate the file. When Integrated Renort is selected as an Action Type, these fields are shown: Report Server Displays the address for the report server. Report Name Parameters field definitions Displays the name of the Integrated Report that will be run. Credentials Additional If the custom command launches an application that requires access to the TMWSuite database, and you are not using Windows authentication, this field is used to enable the custom command to pass the user s TMW login ID and password, or login ID only, as command line parameters. The options in this drop-down list are: Do not include Include User ID and Password Include User ID only If the program is to process additional run-time parameters, enter them in this field in the format required by the program Revised: 11/2016

41 Menu Options tab The Menu Options tab is a grid used for creating, editing, sequencing, or deleting parameters that are passed by the custom command to the target application. Seq Option Parameter This read-only sequence number column displays the order in which the menu options defined in the Menu Options grid will be attached to the custom command. Note: If the Credentials field is set to include the user ID, or user ID and password, the Menu Option parameters will follow the user ID/password in the order shown in the Seq fields. This read-only column displays Parameter for each row added to the Menu Options grid. This selection field specifies the type of record number or ID that will be passed as a menu option parameter. Command buttons In addition to the fields described above, the bottom of the existing custom commands grid and the Menu Options grid contains two command buttons. Add Remove To append a row to the bottom of the grid, click the Add button. To delete the currently selected row, click the Delete button. A confirmation message is shown Revised: 11/2016

42 Related Topicd: Providing access to the Custom Menus window Defining a custom command to run an executable file Defining a custom command to launch a Web page Defining a custom command to run an Integrated Report Defining a custom command to create a menu Associating icons with custom commands Defining a custom command to run an executable file Use this procedure to create or later modify a custom command that will run an executable file. Executable files include these extensions:.exe,.com,.bat, and.vbs. You can also identify files that are associated with known executables, such as.mps,.jpg, and.docx. Sample custom command definitions This sample illustrates the entries for opening a document in WordPad. This sample illustrates the entries for running a batch file with menu option parameters Revised: 11/2016

43 When this batch file is run, the parameters display in a window like the following: 1. Open the Custom Menus window. Note: Access to the Custom Menus window is commonly located under the Maintenance menu as Custom Menu Entries. If your system administrator added the command to a different menu or toolbar, access it from there. 2. At the bottom of the existing custom commands grid, click Add. A new row appears in the grid and the fields on the Information tab are ready for input. Show me 3. On the Information tab, make entries in the fields as needed: Field definitions Note: In this table, an asterisk (*) indicates that an entry is required. Web Description* Action Type* By default, the File to Open field lists parameters to add to the command line in the sequence they appear in the Menu Options tab. If this check box is selected, you will need to add any parameters to the File to Open field manually. Enter a custom command description. Select the Run Program option Revised: 11/2016

44 Menu Text* Target* File to Open Credentials Additional Enter the custom command default name as it is to appear in the menu or toolbar. Note: If you change the display text for a custom command using the Customize dialog box, you should record the name. This can be done in the Description field. Enter the path and filename of the program to be executed by the custom command. If needed, use the Browse button to locate the program. If the program specified in the Target field is to open a specific file, record the path to that file. If needed, use the Browse button to locate the file. If the custom command launches an application that requires access to the TMWSuite database, and you are not using Windows authentication, this field is used to enable the custom command to pass the user s TMW login ID and password, or login ID only, as command line parameters. Select one of the following: Include User ID and Password Include User ID only If the program is to process additional run-time parameters, enter them in this field, in the order and format required by the program. 4. If you want, define an icon for the command. 5. Include any additional parameters required by the command. Note: When the program is called, it will order the parameters according to the sequence listed. If you need to change the sequence order, change the selections in the Parameters column. How to a. Click on the Menu Option tab. b. At the bottom of the tab, click Add. c. From the Parameter list, select from the available TMW system IDs. d. Repeat steps b and c for each parameter. 6. Click Save. A message box is displayed, notifying you that you must exit the application for the new custom menu options to become available so that you can add it to a menu or toolbar Revised: 11/2016

45 7. Click OK. At this point, a new command is not included in the list of Custom Menu commands to add to a menu or toolbar. Show me In this sample, a newly created custom command to run the Windows calculator is not in the list of available commands. 8. Exit and return to the application. The command will be added to the list of available commands. 9. Add the command to a menu or toolbar. Related Topicd: Providing access to the Custom Menus window Understanding the Custom Menus window Defining a custom command to launch a Web page Defining a custom command to run an Integrated Report Defining a custom command to create a menu Associating icons with custom commands Revised: 11/2016

46 Defining a custom command to launch a Web page Use this procedure to create or later modify a custom command that will run an Internet browser and open a particular page. You can also pass parameters to the page. Sample custom command definition This sample illustrates the entries for opening the TMW Systems, Inc., Web page. 1. Open the Custom Menu window. Note: Access to the Custom Menus window is commonly located under the Maintenance menu as Custom Menu Entries. If your system administrator added the command to a different menu or toolbar, access it from there. 2. At the bottom of the existing custom commands grid, click Add. A new row appears in the grid and the fields on the Information tab are ready for input. Show me Revised: 11/2016

47 3. On the Information tab, make entries in the fields as needed: Field definitions Note: In this table, an asterisk (*) indicates that an entry is required. Web Description* Action Type* Menu Text* Target* File to Open By default, the File to Open field lists parameters to add to the command line in the sequence they appear in the Menu Options tab. If this check box is selected, you will need to add any parameters to the File to Open field manually. Enter a custom command description. Select the Run Program option. Enter the custom command default name as it is to appear in the menu or toolbar. Note: If you change the display text for a custom command using the Customize dialog box, you should record the name. This can be done in the Description field. Enter the path and filename of the Internet browser. If needed, use the Browse button to locate the program. Enter the URL address to open in the browser. If appropriate, you can include any of the following tokens in page parameters to pass information from TMW Operations to the Web page: <<ord>> <<inv>> <<trc>> <<usr>> <<mov>> <<drv>> <<trl>> <<stp>> <<lgh>> <<car>> <<sft>> Credentials If the custom command launches an application that requires access to the TMWSuite database, and you are not using Windows authentication, this field is used to enable the custom command to pass the user s TMW login ID and password, or login ID only, as command line parameters. Select one of the following: Include User ID and Password Include User ID only Additional If the program is to process additional run-time parameters, enter them in this field, in the order and format required by the program. 4. If you want, define an icon for the command. 5. Include any additional parameters required by the command. How to a. Click on the Menu Options tab Revised: 11/2016

48 b. At the bottom of the tab, click Add. c. From the Parameter list, select from the available TMW system IDs. d. Repeat steps b and c for each parameter. 6. Click Save. A message box is displayed, notifying you that you must exit the application for the new custom menu options to become available so that you can add it to a menu or toolbar. 7. Click OK. At this point, a new command is not included in the list of Custom Menu commands to add to a menu or toolbar. Show me In this sample, a newly created custom command to run the Windows calculator is not in the list of available commands. 8. Exit and return to the application. The command will be added to the list of available commands. 9. Add it to a menu or toolbar. Related Topicd: Providing access to the Custom Menus window Understanding the Custom Menus window Defining a custom command to run an executable file Defining a custom command to run an Integrated Report Defining a custom command to create a menu Associating icons with custom commands Revised: 11/2016

49 Defining a custom command to run an Integrated Report Use this procedure to create or later modify a custom command that will run an Integrated Report. Sample custom command definition This sample illustrates the entries to generate license cards for drivers. 1. Open the Custom Menus window. Note: Access to the Custom Menus window is commonly located under the Maintenance menu as Custom Menu Entries. If your system administrator added the command to a different menu or toolbar, access it from there. 2. At the bottom of the existing custom commands grid, click Add. A new row appears in the grid and the fields on the Information tab are ready for input. Show me Revised: 11/2016

50 3. On the Information tab, make entries in the fields as needed: Field definitions Note: In this table, an asterisk (*) indicates that an entry is required. Web Description* Action Type* Menu Text* Report Server* Report Name* By default, the File to Open field lists parameters to add to the command line in the sequence they appear in the Menu Options tab. If this check box is selected, you will need to add any parameters to the File to Open field manually. Enter a custom command description. Select the Integrated Renort option. Enter the custom command default name as it is to appear in the menu or toolbar. Note: If you change the display text for a custom command using the Customize dialog box, you should record the name. This can be done in the Description field. Enter the full address of the report server. Enter the name of the Integrated Report you want to run. 4. If you want, define an icon for the command. 5. Include any additional parameters required by the command. How to a. Click on the Menu Option tab. b. At the bottom of the tab, click Add. c. From the Parameter list, select from the available TMW system IDs. d. Repeat steps b and c for each parameter. 6. Click Save. A message box is displayed, notifying you that you must exit the application for the new custom menu options to become available so that you can add it to a menu or toolbar Revised: 11/2016

51 7. Click OK. At this point, a new command is not included in the list of Custom Menu Reports commands to add to a menu or toolbar. Show me In this sample, a newly created custom command to run an Integrated Report is not in the list of available commands. 8. Exit and return to the application. The report will be added to the list of available commands. 9. Add it to a menu or toolbar. Related Topicd: Providing access to the Custom Menus window Understanding the Custom Menus window Defining a custom command to run an executable file Defining a custom command to launch a Web page Defining a custom command to create a menu Associating icons with custom commands Defining a custom command to create a menu Follow this procedure if you want to create your own menus to add to a menu bar, or as a sub menu within a menu. Each menu command is unique. You can add it to multiple menu bars, but, if you change it on one, it will change on the other. For this reason, you might want to create several and keep them as placeholders. They would be ready to use when you need them. 1. Open the Custom Menus window. 2. At the bottom of the existing custom commands grid, click Add. A new row appears in the grid and the fields on the Information tab are ready for input Revised: 11/2016

52 3. On the Information tab, make entries in the fields as needed. Field definitions Note: In this table, an asterisk (*) indicates that an entry is required. Description* Action Type* Menu Text* Enter a custom command description. Note: After you use the menu, you can modify this description to record any details. This can help you track how or where you used the custom menu command. Select the Ponun Menu option. Enter the custom command default name as it is to appear in the menu or toolbar. If you are creating it now to use later, enter menu text such as, Custom Menu 1, Custom Menu 1, etc. Note: When you add the menu to a menu bar, you can change the display text using the Customize dialog box. This display text is not changed in the list of commands. Show me You can record the new name in the Description field. 4. If you want, define an icon for the command. 5. Click Save. A message box is displayed, notifying you that you must exit the application for the new custom menu options to become available so that you can add it to a menu or toolbar. 6. Click OK. At this point, a new command is not included in the list of Custom Menu commands to add to a menu or toolbar. 7. Exit TMW Operations and reopen it. The command will be added to the list of available commands. 8. Add the new command to a menu or toolbar Revised: 11/2016

53 Associating icons with custom commands When creating a custom command, you have the option of associating a custom icon to display with that command. You can also control whether the command displays with both the text and an icon, only with the text (e.g., you want to add the custom command and only want the text to appear in the menu), or only with the icon (e.g., you want to add the command to a toolbar and only want the icon to appear). This gives you greater control and flexibility with the way you edit your menus and toolbars. Assigning an icon befoge you save a custom command When you create a custom command, the system assigns a default icon. To switch to a different icon, follow these steps: 1. Open the Custom Menus window. Note: Refer to your system administrator if you are unable to locate the menu option. 2. In the Existing custom commands list, select the custom command for which an icon is needed Revised: 8/2013

54 3. In the Information tab, click on the image that says "double-click to add image." The Edit Image window opens. 4. To locate your image, do one of the following: Click Browse to locate and select the icon. Drag the image file from Windows Explorer and drop it in the Edit Image window. 5. Verify that the image is correct and click OK. The icon displays in the Information tab in the box that previously said "double-click to add image." 6. Determine whether you want the command to display with only text, only the icon, or both. If you want the command to display with only text, select the Hide Icon check box. If you want the command to display with only the icon, such as in a toolbar, select the Hide Text check box. Note: Keep in mind that, even if you do not designate a custom icon, the custom command will still display with the default icon, unless you select the Hide Icon check box Revised: 8/2013

55 7. Click Save. The Changes Saved message window appears. 8. Click OK and close the Custom Menus window. 9. Exit and sign off TMW Operations. 10. Sign back in to TMW Operations and continue with adding the new command to a menu or toolbar. Changing an icon fog a saved custom command If you have created and saved a custom command, but have not applied it to a menu or toolbar, you can change the icon in the Custom Menus window. To switch to a different icon after you have saved a command, follow these steps: 1. Open the Custom Menus window. Note: Refer to your system administrator if you are unable to locate the menu option. 2. In the Existing custom commands list, select the custom command for which a different icon is needed Revised: 8/2013

56 3. In the Information tab, click on the icon that is currently assigned to the command. The Edit Image window opens. 4. To locate and select your new icon, do one of the following: Click Browse to locate and select the icon. Drag the image file from Windows Explorer and drop it in the Edit Image window. 5. Verify that the image is correct and click OK. The new icon displays in the Information tab. 6. Click Save. The Changes Saved message window opens Revised: 8/2013

57 7. Click OK and close the Custom Menus window. 8. Exit TMW Operations. 9. Sign back in to TMW Operations. Your change will now be applied. Changing the icon og text settings of a custom command in a saved layout If you have saved a form layout with certain custom menu commands and want to change the text or the icon for a custom command in that specific form layout, you will not be able to make that change through the Custom Menu Entries window. Follow this procedure to change the icon or menu text of a menu command in a form layout: 1. Load the window layout. 2. Right-click on the toolbar, and click Customize. The Customize dialog box opens. To edit the text, follow the instructions for editing menu text or toolbar text. To edit the icon, follow the instructions for editing an icon with the image editor. 3. Save the layout to keep the changes. 4. On the Customize window, click Close. Related Topicd: Providing access to the Custom Menus window Understanding the Custom Menus window Defining a custom command to run an executable file Defining a custom command to launch a Web page Defining a custom command to run an Integrated Report Defining a custom command to create a menu Revised: 8/2013

58 Saving and deleting menus and toolbars How you save a menu and toolbar depends on whether the menu is part of the main TMW Operations window or a tab within a form window. Saving a menu and toolbar for a main window occurs when you assign the menu and toolbar to users or user groups. Saving a menu and toolbar on a tab occurs by default when you save the form window's layout. Saving and deleting the menu for a main window When you customize the menu and toolbar for TMW Operations'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. Adding the commands to save and delete a main menu To save and delete menu changes to the TMW Operations 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

59 Saving a menu for a main window 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. 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. 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 check box next to the name of the users or groups. To select all users or user groups, click the All check box. Note: To clear all selected, clear the All check box. 4. Click OK