Using buttons and menu bar items to execute active links
You can set an active link to execute when a user clicks a button in a form or selects a menu item from a top-level menu. (The active link can be linked to a button or a menu item, but not both.) If an active link is executed from a menu item, you can also execute the same active link through a corresponding toolbar button.
Menu bars are not supported by browsers (they were supported by Remedy User, which is no longer supported). For more information, refer to the .
How buttons and menu items work with active links
Buttons and menu items are fields in ; you can use them in workflow as in any other field. For example, an active link can show, hide, enable, or disable buttons and menu items. Because these fields do not have data behind them and they are used to control workflow, they are called control fields.
You can associate more than one active link with a button or menu item. A good use of this capability is to define active links that execute based on current conditions, such as the platform on which the tool is running. For example, you can define an active link to execute only if the tool is running on a computer. You can then associate another active link with the same field--this time defining the active link so that it executes only if the web client is running. Users on either platform can then perform the same action to execute the appropriate active link for their platform.
Active links as buttons or menu items
To add a button to a form, see Creating-button-fields section.
To associate active links with buttons and menu items
- Open the form with which you want to work.
- Complete one of the following actions:
- For a button, select the button so that its properties appear in the Properties tab.
- For a menu item, select Form > Edit Menu Bar, and then select the menu item.
- In the Properties tab, click Active Links, and click the ellipsis (...) button that appears in the Value column.
- In the Active Links dialog box, select which active links you want to view:
- All Active Links—Displays all of the active links in the specified form.
- Available Active Links—Displays only those active links in the specified form that are not assigned to a button or menu item.
Move the active links you want associated with the button or menu item to the Selected Active Links list.
For these active links, the user must belong to a group with permission for the active link and the button or menu item:- If a user has access to all active links associated with a button or menu item, but not to the button or menu item itself, the button or menu item is not displayed in the form.
- If the user has access to the button or menu item, but not to any of its active links, clicking the button or menu item does not execute the active link.
For more information about setting button permissions, see Assigning-groups-or-roles-access-to-objects.
- Click OK, and save the form.
To designate a character as an accelerator key
You can designate one character of a menu or menu item as an accelerator key. For example, if you create a menu item called "Print Report," you can designate the letter R, and the R is underlined when the user presses the Alt key. When creating accelerator keys, do not choose a letter that other menus on the menu bar use. Do not duplicate the choices for menu items in your menu.
- Select the menu or menu item in the Edit Menu Bar dialog box.
- In the Properties tab, click the Label property, and enter an ampersand (&) before the character.
To delete a button
- Open the form.
- Right-click on the button and select Delete.
The button is deleted from the database.
To delete a menu item
- Open the form.
- Select Form > Edit Menu Bar.
- Select the item, and click Delete.
The menu item is deleted from the database.
To delete a toolbar button
- Open the form.
- Select Form > Edit Menu Bar.
- Select the menu item from which you want to delete a toolbar button.
- In the Properties tab, set Has Toolbar Item to False.