User Menus allow the Designer to create menus that the end user will see in their Microsoft Excel ribbon when they open an X-Author App in runtime. There are two types of menu items:
 

  • Configurable menu buttons that execute the Action Flows.
  • Optional standard buttons that the Designer can use to allow the end user to add rows, delete rows, use special paste functions, and have access to embedded X-Author Chatter.

Chatter relates to Salesforce and hence is not supported in Microsoft Dynamics and Apttus Omni. Add columns menu is supported as part of Matrix Map.


User Menus are divided into two areas:
  • Groups: These divide the menu buttons into logical areas for the end user. For example, on the X-Author Designer menu, the groups are Create, Build, Save, Migrate, and Access.

  • Buttons: These are the menu commands within each menu Group. At least one group and one button within that group are required.

    Standard Microsoft Excel Ribbon


     

    X-Author Ribbon


     

  • Microsoft Icons
    For icons, X-Author uses the standard Microsoft Office icon list, which can be found here: http://www.microsoft.com/en-us/download/details.aspx?id=21103. Use the procedure below or any other icon from the list. You must enter the icon capitalization exactly as described in the procedure.

To view the Microsoft Office Icon list

  1. Open Microsoft Word downloaded from the previous section.
  2. Click File > Click  ImafeMso 0 or ImafeMso 1. A list of Microsoft icons is displayed.

  1. Click the User Menus button.
  2. From the Add Groups and Buttons section, click Add Group.
  3. Select the Default_Group entry in the left pane and from the Properties section, under General, change the Name to the name of the group.
  4. To add a button for the group, select the group from the left pane and click Add Button.
  5. Under the Properties section, do the following:
    • In Icon, type the name of the Microsoft icon. See the Microsoft Icons.
    • In Name, change the default name to the name of the command.
    • In Order, type the order that represents the left to the right position where this menu command should appear in the group.
    • In Tooltip, type text for a Tooltip.
  6. Select an Action Flow to be executed when the end user clicks this menu button.
  7. To activate optional standard menu buttons:
    • To enable the user to add records for any List Range in the App, select Display Add Row. You will still need a Save Map for this to have any effect.

    • To enable the user to delete List Range records, select Display Delete Row. You will still need a Save Map for this to have any effect.

      Rows are automatically deleted without any further Save or other action by the user.


    • To enable the user to use the X-Author Chatter functionality within this App, select Display Chatter.
  8. Click Save.