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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:

Related topic

Configuring-system-settings

Menus overview

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

Menu

Description

Reference screenshot

Appointment Reminder

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

image2016-10-25 17:56:41.png

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.

image2016-10-25 18:19:48.png

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.

image2016-10-25 18:24:58.png

Document Library Categories

Values 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.

image2016-10-25 18:41:7.png

Group Tiers

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

image2016-10-25 19:37:44.png

Languages

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

image2017-2-27 17:34:11.png

Person Type

Values added in this menu define the contents of the Person Type list, available in a People form.

image2016-10-25 19:52:38.png

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.

image2016-10-26 2:5:1.png

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.

image2016-10-26 1:57:28.png

Salutation

Values added in this menu define the contents of the Salutation list, available in a People form.

image2016-10-26 1:38:58.png

Solution Sub Type

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

image2016-10-26 2:14:11.png

Warning

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.

    image2016-10-19 2:7:44.png

  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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BMC HR Case Management 4.7