Create Menu Option

Introduction

This option allows you to create new menu options.

Navigation

The following is the navigation for this option:

• Click Create New in the User Menu Options screen.

or

• Click Create New in the Retrieve Details screen

• The Create Menu Option screen is displayed.

What you can do

The table below provides a brief description of the data displayed on the screen and the functions you can perform:

Field

Description

Menu ID

The identity code to be assigned to the menu option.

Menu Description

The description of the menu option.

Menu Option Type

From the drop-down list, select the menu option.

Valid Values:

Web

Service

All

Is part of navigation tree

This flag decides if the menu options would be part of the navigation tree in the left of the retail user screen.

Activity Type

Select the activity type from the drop-down.

Valid Values:

Financial

Non-financial

Applicable Account Types

Select the account types applicable to the menu option from the list. If the option ‘All’ is chosen, then all the account types are applicable for the menu option.

Main Event URL

The URL is provided in a predefined format for every menu options. This is the default screen that would be shown if the user has access to this menu option.

For Example:

FORMSGROUP_ID=DashboardFG&Call_Mode=0

is provided as the URL for Dashboard screen of the user.

Promotional Flag

Select if promotion is applicable for the menu option.

If the user does not have access to the account type associated with the menu-option, then the Promotion Flag is checked if the user wants to opt for this menu option.

Promotional Event URL

If the user goes for a promotion of the menu option, then the URL where the user is directed to opt for the promotion is provided here.

User Acceptance Flag

If the menu is associated to 'All'account types or to any one account type linked to the user, then the User Acceptance Flag is checked.

Registration Event URL

If User Acceptance Flag is ‘Yes’, then set the menu option url to 'registration url' and the system checks if the menu option has been registered by the user.  If registered by the user, then the menu option page will be loaded.

If the user is not registered, then custom implemented registration screen is displayed which will prompt the user to register.

Accessible for RM Customer Assist Login

Select whether the menu option, which corresponds to functionality in the application, is allowed for the relationship manager when the RM has logged in on behalf of the customer.

Menu Option Highlight Flag

Select the appropriate option button to highlight the menu option in the user screen.

Valid Values:

Yes

No

Date for Menu Option Highlight

Select the date up to which the menu option has to be highlighted.

Note:

• This field is mandatory if the value in ‘Menu Option Highlight Flag’ field is set to YES.

• The date entered must be a future date.

• The error message “Please enter a valid future date up to which this menu option will be highlighted” is displayed if the above conditions are not met.

Text to be highlighted

Enter the text to be highlighted next to the menu option.

Note:

• This field becomes mandatory if the value in ‘Menu Option Highlight Flag’ field is set to YES.

• The text cannot exceed the length of 10 characters (including space).

• An error message “Please enter a valid text that needs to be displayed next to this menu option to highlight it” is displayed if the above conditions are not met.