1. User's Guide
  2. Entering Data
  3. About Entering Data
  4. Entering Data with Shortcut Menus

Entering Data with Shortcut Menus

Your administrator can set up forms that include shortcut menus. Select a menu item to open URLs, forms, Approvals, Job Console, Copy Version, or business rules. A menu item might open another form to get more information about the data, go to another scenario and version in the planning unit, launch a calculation, or open other features.

To enter data with shortcut menus:

  1. Open a form containing a shortcut menu.
  2. Right-click a row or column member, the page axis or point of view, and then select a menu option from the list.

    The values in the list depend on how your administrator sets up this feature. If the menu includes submenus, then you can select a value from the submenu.

    Depending on the action that was performed by the menu item, you can continue your work in the feature that opens, such as a web page, form, Approvals, Job Console, or Copy Version. If a business rule was launched that includes a runtime prompt, then enter the required information.

    See the appropriate section of this guide, such as Copying Versions, Checking Job Status, or Entering Runtime Prompts.