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In this tutorial we are going to look at how we can add a single Process Menu Option to a User’s Menu.

So starting with this view of the Action File Maintenance in Fixed Asset Register for Data Manager, we notice that on row 4 I have  access to the Asset Master.

 

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So now that Access has been removed and I am going to Save this record.

 

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Now in the Asset Application I am going to choose File Maintenance and try to open this Option called Asset Master.

 

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And the system refuses because I do not have Access to this Option.

Notice that the system is also telling me that usually this Option is found on the Menu path of Asset Register, File Maintenance, Asset Master.  

But I do not have access to it at the moment.

So I cannot open this Option.

 

 

 

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Now I am going back to the User Profiles Application and I am going to add this Option onto my Menu.

 

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And I do not have to go to the Business Module level, nor to the Action level, because when I specified the path where I want to include the Option, then the system will automatically insert the Application and the Action if they are not yet on my menu.

 

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So I specify the  User code that I want to record access for.

 

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And I specify the Business Module or the Application and note, that though I am using the Key, “at” here, for Assets (the Application), I can also just type something like  “Asset” for the system to retrieve it for me if I do not know the Application code.

 

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And likewise for the Action Menu, I am typing  “fm”  because I know the code  for  File Maintenance. 

If I just type “file” or  “maint”  then the system will retrieve the appropriate code for me.

 

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And now I add the Option,  “atmast”, onto this Menu where it is not present at the moment.

 

 

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And I am simply adding it at the bottom i.e.  by “appending”. 

The order is not important. The system is going to sort it anyway.

 

 

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And now I Save the latest Menu.

 

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And now, in Assets again, I am going to try again to open this particular Option.

 

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And of course, now it works, because this Option is now available on my Menu.

 

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We will now take another look at the User Access Profiles at the Option path that is being provided.

 

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And notice the option for the Asset Master is now sitting at row 4.

So it is included on the Menu and that is why it is working and why I can open that option.

 

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And we have a look at the Action Level.

 

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And we notice the File Maintenance Action at row 5. 

Now of course I also have other options in File Maintenance and that is why it was already present.

But if this was the 1st option, added on my Menu for File Maintenance, then the system would have inserted this Action here, automatically, when I defined it as a path at the Option level.

So there would be no need to come to this level to insert the Action.

 

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And the same principle applies for the Business Module or Application access itself, which we see here in row 15, Fixed Asset Register.

Of course it was already there, because I have other Options in the Fixed Asset Register Application already.

But if it was not there, i.e. if it was the very 1st Option added, at the Option level, then the system would have inserted the Fixed Asset Register Application here.

There is no need, when we add a single Option, to come to the Business Module level, to insert anything there.

That will be done automatically.

 

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So to add a single Option, or a number of Options, one by one, onto a User Profile, we will simply come to these Capture Methods and choose the Options Level. 

Specify the User Code, the Business Module and Action, where we want to add one or more Options.

Then we add the Options and we Save it.

Now when would we do this?

For Non Logon Users i.e. the Profiles that we use in Profile Subscription when we want to add Options to those Menus.

We would do it in this manner.  And for Users where we do not use Profiles Subscription.

Or they are on Profiles Plus, and they need additional Options that are not on the Profiles  that they subscribe to.

Then in that case we can also put it on the User’s Menu, in this manner.