Menu Groups

• Menus are graphical user interface (GUI) elements that allow users to access various features and functions of an application by clicking a button (menu option).
• The Menus in QuickEasy BOS can be customised by creating Menu Groups and linking components (modules) to these groups.
• Menu Groups and Fixed Menu Items are included in Menu Templates which are assigned to users. 

Navigation: Main Menu > Setup > Menus

When Modules or Transaction Types are added to BOS, they must also be added to a Menu Group before users can access them.

If a Custom Menu Group is added to a Menu Template, any changes to the Custom Menu Group are automatically applied. However, they only become visible if the menu is previewed or QuickEasy BOS is restarted.

How to Create a Menu Group

1. Click New (button) next to the Menu Groups caption (left panel).
2. Enter a Caption in the block provided.
3. Click the coloured block and choose a colour on the colour chooser.
4. Select a Module from the dropdown list next to Add Module.
5. Click Add (button).
6. Edit the following information:
   • Caption: Edit the default caption (optional).
   • Tile Menu: Check the checkbox if you want the entry to appear on the tile menu (the entry is automatically added to the Main Menu (top row)).
   • Begin Group: If checked, adds a separator (line) before the selected menu item.
   • Style: Select Default (not bold) or Bold from the dropdown list.
7. Continue to add Modules to the Menu Group. Modules may be included in multiple Menu Groups.
8. Change the order of the Menu Items by right-clicking a row and selecting Move Up (Ctrl + U) or Move Down (Ctrl + D) from the context menu.
9. Delete an entry by right-clicking a row and selecting Delete from the context menu.
10. Click Save (button) if not greyed out, else close the popup (changes will be saved).

How to Edit a Menu Group

1. Open a Menu Group by double-clicking its name or by selecting Edit (button) from the right-click context menu.
2. Click Edit (button).
3. Make any changes.
4. Click Save (button).
   • Note: The navigational arrows next to Edit (button) allows you to scroll through the various menu groups.

How to Delete a Menu Group

You must remove the Menu Group from all the Menu Templates, before you can delete it.

1. Open a Menu Group by double-clicking it or by selecting Edit from the right-click context menu.
2. Click Edit (button).
3. Right-click every menu entry and select Delete from the context menu.
4. When there are no entries left, click Delete (button) on the top row of the popup.
5. Confirm the deletion on the popup.