Menu Items

Many fields in ManagementStudio can be configured with dropdown menus, allowing users to select from a predefined set of responses. This streamlines data entry and ensures consistency. Although the following examples use the Applications module, these principles apply to all modules in ManagementStudio.

Example of a menu item in ManagementStudio.

Configuring Menu Item Settings

To configure menu items:

1. Select Administration from the bottom of the vertical menu on the left side of the application window.
2. Choose the desired module (e.g., Applications).
3. Select Menu Items from the options that appear.

Editing Menu Items

The key components of the menu item configuration screen are:

1. Save Changes
   Commits all modifications to the database.

2. Cancel Changes
   Discards any unsaved changes and reloads the previous values.

3. Menu Group
   Selects the group of menu items to update.

4. Toolbar Icons
   Available toolbar actions (from left to right):

   • Search
   • Clear search
   • Toggle column group bar (enables grouping by column heading)
   • Select All (highlights all entries in the grid)
   • Select None (removes all selections)
   • Invert (inverts current selection)
   • Pivot to table
   • Pivot to chart
   • Copy to clipboard
   • Export to Excel
   • Export to CSV

5. Main Grid Columns

   • Internal Name: Identifies the category of menu items, as determined by the selected menu group.
   • Menu Item: The visible text of the dropdown menu option.
   • Visible: Indicates whether the menu item appears for users.
   • Order: Determines item position within the list; 0 places the item at the top.
   • Color Hex: Specifies the item's colour using hexadecimal HTML notation (e.g., #F6F6F6 for off-white).

6. Add New Menu Item

   • Select Click here to add new item at the bottom of the item list.
   • After entering details, use Save Changes to commit the new or updated configuration.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or submit a support ticket.