Configure the Menu Section

When configuring the Menu section of the Dashboard Work Center, you can choose to display recently accessed forms or reports, or you can display the contents of a custom folder that you created in the Folders pane of the Menu tab.

You can create a custom subfolder to group forms together that fit your business processes. Displaying the contents of that folder on the Dashboard Work Center allows you to have those forms accessible along with any applicable data details in a Grid or Report section.

  1. In the Menu section, click Edit.
    The system displays the List Options window.
  2. To display recently accessed forms or reports:
    1. In the Item Type To Display section, select the Forms or Reports radio button.
    2. In the Number of items to display field, enter the number of forms/reports that you wish to display. For example, if you enter 10, the system displays the last 10 forms/reports that you accessed.
  3. To display a custom subfolder:
    1. In the Item Type To Display section, select the Menu Folder radio button. The system enables the Menu Folders selection box.
    2. Browse for and select your custom folder from the Menu Folders field.
  4. Click OK to close the List Options window.
If you selected to display form/reports or reports, the Menu section displays the last number of forms/reports that you accessed. If you selected to display a custom folder, the Menu section displays the contents of your custom folder.