Configuring menus

You can customize options for menus that are used in different forms in BMC HR Case Management.

This topic includes the following sections:

Menus overview

The following table lists the customizable menus and the UI area that they control:

MenuDescriptionReference screenshot
Appointment ReminderValues added in this menu define the contents of the Set Reminder list, available in the New Appointment dialog box.

Bookmark Selection

Values added in this menu define the list in the Add to Watchlist dialog box, available from the Cases console. This dialog box is displayed when a user clicks + to add a case to the Watchlist.

Case Status Reasons

Values added in this menu define the contents of the Status Reason list, available in a Case form.

When a case is set to Pending, status reason gets activated and there are options for status displayed.

Document Library CategoriesValues added in this menu define the contents of the Document Category list, in the Document dialog box . This dialog box is displayed when a user clicks New to add a new document to the Document Library.

Group Tiers

Values added in this menu define the contents of the Group Tier list, available in the Modify Group dialog box.

Languages

Values added in this menu define the contents of the Languages list, available on the Confidential Data tab in a People form.
Person TypeValues added in this menu define the contents of the Person Type list, available in a People form.

Question Date Types

Values added in this menu define the contents of the Date Type list of the Date question, available in a Solution form.

Resolution Codes

Values added in this menu define the contents of the Resolution Code list, available in a Case form.

These codes can also be used in solutions so that it is set automatically when cases are resolved.

SalutationValues added in this menu define the contents of the Salutation list, available in a People form.
Solution Sub TypeValues added in this menu define the contents of the Solution Sub Type list, available in a Solution form.

Note

The following menus are not supported:

  • Appointment Duration
  • Case Template Category
  • Service Levels
  • Notification
  • Document Type

To modify a menu

  1. Open the System Settings console.
  2. Select Application Settings > Menus.
  3. Click Modify.

  4. In the Menu Name field, enter a name.

  5. In the Menu Label field, enter the label that appears on the menu.
  6. From the Number of Tiers list, select the number of tiers for the menu.
  7. Select the menu values:
    1. Click Add.
    2. In the Value Level 1 field, enter the value or select it from the list.
    3. If the menu has more than one tier, enter the value or select it from the list for the other Value Level fields (according to the number of tiers).
    4. Click Save & Close.
  8. Click Save & Close again.
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Comments

  1. Fred Rickaby

    The system has 16 default menus.  Which menus may be updated by the HR administrator without impacting the system's functionaltiy?  Also, how many tiers may be defined for each menu?

    E.g. The settings allow the Resolution Codes menu to be changed to use 6 Tiers.  The dialog will then display 4 tiers.  However, if a Tier 2 value is defined and the value is then selected back from the Tier 2 menu, an error is displayed

    (Field does not exist on current form : COL:CORE:MenuValues :
     <875011000> (ARERR 314))
    Sep 29, 2016 12:50
    1. Olga Kutetska

      Hello, Fred!

      I readdressed this question to the product development team, and as soon as I have an answer - I will get back to you with explanations.

      Oct 13, 2016 07:45