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Documentation 8.3

The context menu is a dynamic menu, where the options depend on the functionality in use and the permissions of the logged in user. It allows to rapidly open available menu options, in pop-up form or with icons.

Icons Menu

This menu is enabled when hovering over the icon n-boton_mas and the icons that represent forms and processes corresponding to the functionality in use are enabled over the toolbar.

 

Pressing on any of the displayed icons you access the option to add a corresponding form instance or initiate a process case.

Example

 

On the next example the forms and processes available are displayed to the user, of the solution Deyel CRM. From the show of a selected instance of the Account form, the context menu of the icons allows to initiate the different forms and processes associated to the Account: Contact, Opportunity, Budget and Action.

 

 

MenuIconos2

Expanded Menu

This menu is enabled by pressing the icon n-boton_mas, expanding a panel with the sections:

 

Forms and processes related to the functionality in use, in light blue color.

Forms and processes more used by the user, in grey color.

 

In both cases, pressing an option, it enables the functionality to add information to the form or the process selected.

 

The icon icon-9879853478ggs87br-435i allows to make the search action on the available options.

Example

 

On the next example the forms and processes available are displayed to the user, of the solution Deyel CRM. From the show of a selected instance of the Account form, the context menu expanded allows to initiate the different forms and processes associated to the Account: Contact, Opportunity, Budget and Action, or any of the objects that has been used more often.

 

 

MenuDesplegado2
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