Using the Desktop Client Context Menus

A context menu is a menu that highlights options as available or unavailable depending on the context in which the option is called. The Aptify Desktop Client context menu displays when the user right-clicks in certain areas of the Desktop. Context menus provide a wide variety of functions specific to an area of the application or a particular item within the application.

This topic contains sub-topics that describe how to use the various context menus:

• Using the Ribbon Context Menu
• Using the Home Context Menu
• Using the Application Context Menu
• Using the Service Context Menu
• Using the View Context Menu
• Using the Folder Context Menu
• Using the Dashboard Part Context Menu
• Using the Display Window Context Menu

Using the Ribbon Context Menu

The Ribbon Context Menu contains functions that are specific to the layout and configuration of the top area of the Aptify Desktop client.

To display this menu, right click in a blank area of the Ribbon. The context menu includes the following options:

Option	Description
Applications	When selected, the Applications toolbar appears on the Aptify Desktop client (below the Navigation Bar).
Show Quick Access Toolbar Below/Above the Ribbon	Changes the location of the Quick Access Toolbar to above or below the Ribbon depending on the current location of the toolbar.
Minimize the Ribbon	When selected, the Ribbon is minimized to show only the Application tab headings.
Lock Toolbars	When selected, the Applications toolbars is locked and cannot be changed its current position if enabled.
Customize...	Modifies existing or creates a new toolbar. Note that any customizations made do persist when you exit out of the current Aptify session.

Using the Home Context Menu

A context menu appears in the Aptify Desktop client when you right-click the Home entry in the Navigation Bar or Folder List. The menu contains two options:

• Applications: Selecting this option opens the Application Selection dialog (see Adding an Application for more information).
• Refresh Folder List: Selecting this option refreshes the contents of the Navigation Bar and Folder List.

Using the Application Context Menu

An Application Context Menu contains functions specific to applications. To display this menu in the Aptify Desktop client, right-click an application heading in the Navigation Bar (or Folder List). The context menu includes the following options:

Option	Description
Services...	Opens the Services dialog box to install or remove services from the Folder List for a specific application.

Using the Service Context Menu

The service context menu contains functions specific to services. To display this menu in the Aptify Desktop client, right-click a service heading in the Navigation Bar (or Folder List). The context menu includes the following options:

Option	Description
New <Service> Record	Opens a new record for that particular service.
Find Items	Opens the Find Items dialog box to search for records in that service. See Using the Find Dialog for information on how to use the Find Items dialog.
Create Folder	Creates a new view folder in that particular service. See Creating a New Folder to Store Views.
Connect to Shared Folder	Connects to a shared folder.
Create View	Opens the Create View dialog box.
Paste View	Pastes a view below the service level in the Navigation Bar and Folder List (i.e., views pasted here are at the same level as folders). This option is only available after you have copied a view.
Properties	Opens the Service Properties dialog box, which displays general information about the service, such as the fields it contains, recent activity and deleted records. See Viewing the Properties of a Service for details.
Sort Ascending	Sorts the views and view folders within the service in ascending order (alphabetically). See Sorting Views and View Folders in a Service for details.
Sort Descending	Sorts the views and view folders within the service in descending order (alphabetically). See Sorting Views and View Folders in a Service for details.

Using the View Context Menu

The view context menu contains functions specific to views. To display this menu in the Aptify Desktop client, right-click a view in the Navigation Bar (or Folder List). The context menu includes the following options:

Option	Description
Open in New Window	Opens the selected view in a new window.
Cut/Copy/Paste/Delete	Standard editing functions.
Rename	Highlights the view name allowing it to be renamed. This is particularly useful after a view has been copied.
Add to Shortcut Bar	Adds the selected view to the Shortcut Bar.
Refresh	Reruns the view and retrieves up-to-the-second information from the database.
Properties	Opens the View Properties dialog box for viewing or editing.

Using the Folder Context Menu

The folder context menu contains functions specific to view folders. To display this menu, right-click a view folder in the Navigation Bar (or Folder List). The context menu includes the following options:

Menu	Description
Create Sub-Folder	Creates a folder underneath the current folder.
Create View	Opens the Create View dialog box to create a view in the folder.
Delete	Deletes the folder from the Folder List and Display Window.
Paste View	Pastes a copy of another view within the folder. This option is only available after you have copied a view.
Rename	Highlights the folder name allowing it to be renamed.
Properties	Opens the Folder Properties dialog box for viewing or editing.

Using the Dashboard Part Context Menu

The Dashboard Part context menu contains functions specific to dashboard parts. To display this menu in the Aptify Desktop client, right-click within a dashboard part's title bar (that is, the bar across the top that displays the part's name). Note that the title bar must be displayed to see this menu (you can specify whether or not to show the title bar in the Dashboard Part's configuration screen).

The context menu includes the following options:

Menu	Description
Edit <Dashboard Part Name>	Opens the Dashboard Part form.
Remove Part	Displays a dialog box allowing the user to delete the dashboard part.
Open in a new window	Opens the selected dashboard part in a new window.

Using the Display Window Context Menu

The Display Window context menu contains functions specific to the records within the view that is open in the Display Window. To display this menu in the Desktop client, right-click within the view shown in the Display Window. The context menu includes the following options:

Note that the available options will vary from service to service.

Menu	Description
New Record	Opens New Record form for the view's service.
Open Record	Opens the selected record.
Delete	Deletes the selected record.
Merge Records	Displays Aptify Merging Tool dialog box to aid in duplicate data management. This tool is available only with appropriate entity permissions.
Add To List	Adds this record to a list.
Report Wizard	Activates the Report wizard in order to select a report to be printed.
Print Record	Prints the selected record.
Print View	Prints the view open in the Display Window. This option is reserved for future use. To print a view, use the File > Print menu option.
Messaging	Opens the Aptify Messaging dialog.
Record History	Displays a history of modifications made to the selected record.
Object Viewer	An alternative way of accessing data within records. This feature is available only with appropriate entity permissions and should be used with caution as it completely bypasses any business logic set up for that service, which could result in a risk to data integrity if users do not fully understand the system.
Refresh	Reruns the view and retrieves up-to-the-second information from the database.
View Properties	Opens the View Properties dialog box for viewing or editing.
Clear Record Selection	Removes highlight from all records so that no records in the view are selected.
Select All	Selects all records that appear on-screen within the view.
Sent To	Sends a link to a system record as an email attachment. The feature is only available for list views. See Sending a Record Link as an Email Attachment.
Find in [Column Name]	Opens the Find in Column dialog to search within the selected column. See Search Using Find in Column Dialog.
Find Again in [Column Name]	Searches for the next record in the column that matches the search term you entered in the Find in Column dialog.