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How to Personalize the Tools Menu in a Form

(JFr, Feb. 21, 2012)

Scenario:
From the User form, we would like to : Open the Responsibility form, Launch the Signon Audit Users report, Open the My Communities Web Site.

11.1

Declare the Special (Zoom)


Introduction

Tool Report Action

: Special1 .. Special15 : Special16 .. Special30 : Special31 .. Special45

So, 45 different actions are possible from a standard form. 1.2 Enter in the personalization mode:

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1.3

Declaration of the Specials:

It is also possible to use an Icon

Note carefully the Special number and its usage

Save and open the form, look the Menu Bar.

But, if you test them now , you will get :


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22.1

Activation of the Specials:


Open the Responsibility form:

Note: if isnt already done, you need to link this form to your menu to avoid security issues. You can use Global Variables as parameters

2.2

Launch the Signon Audit Users Report:

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Note: if isnt already done, you need to add this report to the requests group linked to your responsibility to avoid security issues. You can use Global Variables as parameters.

2.3

Launch the My Communities Web Site:

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