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Modify Menu Bars

Forms with names beginning menubar_ define a menu bar. The Design view for a menu bar displays the menu at the top. You can click a menu item to lower the menu, but cannot otherwise edit the menu bar directly in Design view. To edit a menu bar, double-click the menu item to display the Menu Designer.

Note: Menus (and menubar forms) are used only in the analyst interface. The customer and employee interfaces use a "launch bar" containing actual links, not drop-down lists. To customize the customer or employee launch bar, edit form std_body_site.htmpl from the appropriate interface.

Follow these steps:

  1. Select Tools, Menu Designer or double-click the menu shown in the Design tab of a menubar form.

    The Menu Designer dialog is displayed.

  2. Complete the fields in the Menu Designer dialog to add or edit menu items. For more information about adding menu items, see the Functions Useful in Menu Items topic.
  3. Click OK to close the dialog.
  4. Select Tools, Preview to check how the form is displayed to the end user. Although it resembles a standard CA SDM window, and most buttons and menus are functional, it is not a standard session, and you should not attempt to use it that way.
  5. Click File, Save.

    The menu bar is modified in the form.