Type = How-tos, ; Topic = Opus Solution Environment,;Persona = Solution Designer,; Orchestration = Manufacturing, Logistics, Commerce, Transportation, Clinical Supply,; Function = Supply Chain, IT, Operations, Regulatory Affairs, Quality, Commercial, Pharmacy, Project Management, Finance, Procurement,

Configure menus

The side menu augments the navigation experience, displaying all processes (represented by menu items) available to the user. Each menu represents a business object (e.g. Purchase Orders, Invoices, Payments), report, or dashboard available to the user within the context of the network and Partner selected in the network composer.

In OSE, the navigation structure includes the following three components:

  • Menu – A menu is the top-level navigation element that organizes related submenus and menu items. It provides a clear structure for accessing different areas of the application.
  • Submenu – A submenu is a subset of a menu that groups related menu items within a menu. It adds contextual organization, helping users find actions related to a specific business process, such as procurement or inventory management.
  • Menu item – A menu item represents a specific action or business object that users can interact with. Each menu item typically launches a corresponding page, such as a search or view/edit page for a business object.

This structured approach enhances usability by allowing users to navigate efficiently through the various functionalities available in OSE.

Add, edit, search for, and delete a menu

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.
  5. Select the New button.
  6. Complete the following fields in the New Menu screen:
    • Menu Name field - Required. An internal name of the menu that is unique within the solution. This is not visible to end users.
    • Menu Display Name field - Required. The human-readable name of the menu.
      This is the name that will appear in the side menu when the menu is added to a solution.
    • Solution drop-down - Required. The solution where the menu appears.
  7. Select the Save button.

    The menu is saved and appears on the Search Menus screen.

Tips

  • To create more than one menu, select the button instead of the button to save the current new menu and reset the page to create an additional menu.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.
  5. In the Menu Name column of the Search Menus table, select the desired name of the menu.

    The Menu Details screen is displayed.
  6. Select the Edit button.
  7. Complete the following fields in the Menu Information section:
    • Menu Name field - An internal name of the menu that is unique within the solution. This is not allowed to change after the menu has been created.
    • Menu Display Name field - The human-readable name of the menu.
    • Solution drop-down - The solution where the menu will appear.

  8. Select the Save button.

    The menu is saved and appears on the Search Menus screen.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.
  5. Select the Filter button.
  6. In the Filters panel, fill in one or more of the following search parameters:
    • Solution drop-down - Displays the name of the available solutions.
    • Menu Name field - An internal name of the menu that is unique within the solution. This is not visible to end users.
  7. Select the Apply button.

    A Search menus screen is displayed based on the filter results.

  8. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen displays the contents of the selected menu.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.
  5. Select the row of the menu to delete.
    Do not select the contents of the Menu Name column.
  6. Select the Delete button.
  7. In the Delete panel, confirm the message and select Apply.
    Deleted menu is permanently removed and it cannot be restored.

Add, edit, and delete a submenu

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.

  5. Select the Filter button to search for the desired menu.

  6. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen appears and displays the contents of the selected menu.

  7. Select the Edit button.
  8. In the Submenus and Menu Items section, select the Add button.
    The New Submenu or Menu Item push panel displays.
  9. Complete the following fields in the Submenu or Menu Item section:
    • Submenu or Menu Item drop-down - Required. Select Submenu.
    • Name field - Required. Enter an internal name of the submenu that is unique within the menu.
    • Display Name field - Required. Enter the user-facing name of the submenu.
  10. Complete following fields in the Autonavigation section:
    • New Page drop-down - The internal name of the New page that appears when a user selects the New button on the Search page associated with the menu item.
    • Search Page drop-down - The internal name of the page that appears when a user selects the menu item.
    • View/Edit Page drop-down - The internal name of the View/Edit page that appears when a user selects a link in the Search page or the Save button in the New page associated with the menu item.
  11. Select Apply.
  12. Select the Save button.

Tips

  • After creating the submenu, Solution Designers can add specific menu items to it. Each menu item must represent a business object or action relevant to the submenu's context.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.

  5. Select the Filter button to search for the desired menu.

  6. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen appears and displays the contents of the selected menu.

  7. Select the Edit button.
  8. In the Submenus and Menu Items table, select the desired row for the submenu to edit.
  9. Select the Edit button.
    The Edit Submenu or Menu Item push panel displays.
  10. Complete the following fields in the Submenu or Menu Item section:
    • Submenu or Menu Item drop-down - select Submenu.
    • Name field - The internal name of the submenu that is unique within the menu.
    • Display Name field - The user-facing name of the submenu.
    • Target Page Type drop-down - Select whether the menu item opens a report or dashboard:
      • New - Creates a new instances of application objects.
      • Search - A default landing page where users can view, search for, and create new object instances.
      • ViewEdit - View existing instances of objects and edit them if needed.
      • Dashboard - Displays a visual representation of data and metrics.
      • Report - View and generate reports related to the business objects.
    • Page Context field - Enter additional context or parameters for the selected page type.
  11. Complete the following fields in the Autonavigation section:
    • New Page drop-down - The internal name of the New page that appears when a user selects the New button on the Search page associated with the menu item.
    • Search Page drop-down - The internal name of the page that appears when a user selects the menu item.
    • View/Edit Page drop-down - The internal name of the View/Edit page that appears when a user selects a link in the Search page or the Save button in the New page associated with the menu item.
  12. Select Apply.
  13. Select the Save button.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.

  5. Select the Filter button to search for the desired menu.

  6. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen appears and displays the contents of the selected menu.

  7. Select the Edit button.
  8. Select the row for the submenu to delete.
  9. Select the Delete button.
  10. In the Remove Submenu or Menu Item panel, confirm the message and select Apply.
  11. Select the Save button.
    Deleting a submenu also deletes all menu items within the submenu.

Add, edit, and delete a menu item

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.

  5. Select the Filter button to search for the desired menu.

  6. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen appears and displays the contents of the selected menu.

  7. Select the Edit button.
  8. In the Submenus and Menu Items section, select the Add button.
    The New Submenu or Menu Item push panel displays.
  9. Complete the following fields in the Submenu or Menu Item section:
    • Submenu or Menu Item drop-down - Required. Select Menu item.
    • Name field - Required. Enter an internal name of the menu item that is unique within the menu.
    • Display Name field - Required. Enter the user-facing name of the menu item.
    • Target Page Type drop-down - Select the page type that opens when a user selects the menu item:
      • New - Creates a new instances of application objects.
      • Search - A default landing page where users can view, search for, and create new object instances.
      • ViewEdit - View existing instances of objects and edit them if needed.
      • Dashboard - Displays a visual representation of data and metrics.
      • Report - View and generate reports related to the business objects.
    • Page Context field - Enter additional context or parameters for the selected page type.
  10. Complete the following fields in the Autonavigation section based on the business object type to be associated with the menu item:
    • New Page drop-down - The internal name of the New page that appears when a user selects the New button on the Search page associated with the menu item.
    • Search Page drop-down - The internal name of the page that appears when a user selects the menu item.
    • View/Edit Page drop-down - The internal name of the View/Edit page that appears when a user selects a link in the Search page or the Save button in the New page associated with the menu item.
  11. Select Apply.
  12. Select the Save button.

Tips

  • If the solution allows only one instance of the business object type, associate the menu item with its View/Edit page. If multiple instances are possible, associate all menu items with a Search page instead.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.

  5. Select the Filter button to search for the desired menu.

  6. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen appears and displays the contents of the selected menu.

  7. Select the Edit button.
  8. In the Submenus and Menu Items section, select the Add button.
    The New Submenu or Menu Item push panel displays.
  9. Complete the following fields in the Submenu or Menu Item section:
    • Submenu or Menu Item dropdown - Required. Select Menu item.
    • Name field - Required. Enter an internal name of the menu item that is unique within the menu.
    • Display Name field - Required. Enter the user-facing name of the menu item.
    • Target Page Type dropdown - Select whether the menu item opens a report or dashboard:
      • New - Creates a new instances of application objects.
      • Search - A default landing page where users can view, search for, and create new object instances.
      • ViewEdit - View existing instances of objects and edit them if needed.
      • Dashboard - Displays a visual representation of data and metrics.
      • Report - View and generate reports related to the business objects.
    • Scope drop-down - Select the scope of the report or dashboard:
      • Global - Contains all available reports.
      • Company - Contains reports that are tailored for a specific company.
    • Use Latest switch - Filters reports and dashboards by version.

      Set to True to show only the latest version. Set to False to display all available versions.

    • Dashboard Name or Report Name type-ahead field - Enter the name of the report or dashboard to display.
    • Page Context field - Enter additional context or parameters for the selected page type.
  10. Complete the following fields in the Autonavigation section based on the business object type to be associated with the menu item:
    • New Page drop-down - The internal name of the New page that appears when a user selects the New button on the Search page associated with the menu item.
    • Search Page drop-down - The internal name of the page that appears when a user selects the menu item.
    • View/Edit Page drop-down - The internal name of the View/Edit page that appears when a user selects a link in the Search page or the Save button in the New page associated with the menu item.
  11. Select Apply.
  12. Select the Save button.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.

  5. Select the Filter button to search for the desired menu.

  6. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen appears and displays the contents of the selected menu.

  7. Select the Edit button.
  8. In the Submenus and Menu Items table, select the desired row for the submenu to edit.
  9. Select the Edit button.
    The Edit Submenu or Menu Item push panel displays.
  10. Complete the following fields in the Submenu or Menu Item section:
    • Submenu or Menu Item drop-down - select Menu Item.
    • Name field - The internal name of the menu item that is unique within the menu.
    • Display Name field- The user-facing name of the menu item.
    • Target Page Type drop-down - Select whether the menu item opens a report or dashboard:
      • New - Creates a new instances of application objects.
      • Search - A default landing page where users can view, search for, and create new object instances.
      • ViewEdit - View existing instances of objects and edit them if needed.
      • Dashboard - Displays a visual representation of data and metrics.
      • Report - View and generate reports related to the business objects.
    • Page Context field - Enter additional context or parameters for the selected page type.
  11. Complete the following fields in the Autonavigation section:
    • New Page drop-down - The internal name of the New page that appears when a user selects the New button on the Search page associated with the menu item.
    • Search Page drop-down - The internal name of the page that appears when a user selects the menu item.
    • View/Edit Page drop-down - The internal name of the View/Edit page that appears when a user selects a link in the Search page or the Save button in the New page associated with the menu item.
  12. Select Apply.
  13. Select the Save button.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.

  5. Select the Filter button to search for the desired menu.

  6. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen appears and displays the contents of the selected menu.

  7. Select the Edit button.

  8. In the Submenus and Menu Items table, select the desired row for the submenu to edit.
  9. In the Submenus and Menu Items section, select the Edit button.
    The Edit Submenu or Menu Item push panel displays.
  10. Complete the following fields in the Submenu or Menu Item section:
    • Submenu or Menu Item dropdown - select Menu Item.
    • Name field - The internal name of the menu item that is unique within the menu.
    • Display Name field- The user-facing name of the menu item.
    • Target Page Type dropdown - Select whether the menu item opens a report or dashboard:
      • New - Creates a new instances of application objects.
      • Search - A default landing page where users can view, search for, and create new object instances.
      • ViewEdit - View existing instances of objects and edit them if needed.
      • Dashboard - Displays a visual representation of data and metrics.
      • Report - View and generate reports related to the business objects.
    • Scope drop-down - Select the scope of the report or dashboard:
      • Global - Contains all available reports.
      • Company - Contains reports that are tailored for a specific company.
    • Use Latest switch -Filters reports and dashboards by version.

      Set to True to show only the latest version. Set to False to display all available versions.

    • Dashboard Name or Report Name type-ahead field - Enter the name of the report or dashboard to display.
    • Dashboard Version or Report Version type-ahead field - Enter the dashboard or report version to display.
    • Page Context field - Enter additional context or parameters for the selected page type.
  11. Complete the following fields in the Autonavigation section:
    • New Page drop-down - The internal name of the New page that appears when a user selects the New button on the Search page associated with the menu item.
    • Search Page drop-down - The internal name of the page that appears when a user selects the menu item.
    • View/Edit Page drop-down - The internal name of the View/Edit page that appears when a user selects a link in the Search page or the Save button in the New page associated with the menu item.
  12. Select Apply.
  13. Select the Save button.

  1. Select the Main Menu icon.

  2. Select Opus Solution Environment.

  3. Select Solution in the side menu.

  4. Select Menus in the side menu.

  5. Select the Filter button to search for the desired menu.

  6. In the Menu Name column of the Search Menus table, select the menu link to open it.

    The Menu Details screen appears and displays the contents of the selected menu.

  7. Select the Edit button.
  8. Select the row for the menu item to delete.
  9. Select the Delete button.
  10. In the Remove Menu Item panel, confirm the message and select Apply.
  11. Select the Save button.
    Deleted menu items are permanently removed and they cannot be restored.

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