• User Defined Data
  • About User Defined Data
  • Create a context menu
  • To create User Defined Data
  • To link User Defined Data to a cell
  • To modify User Defined Data in Form mode

Create a context menu

You can create a user-defined menu for a cell, paragraph or table in CaseView.

To create a context menu for a cell:

1. Select the cell where you want to create a context menu.
2. On the ribbon, click Home | Cell.
3. In the Edit Cell dialog, click the General tab.
4. In the Options group, click the Menu drop-down and select either Left Click Menu or Right Click Menu.
5. Under Properties, click the Menu tab.
6. Click the Menu drop-down and select New....
7. Enter a name for the new menu and click OK.
8. Complete the applicable properties for the new menu. When finished, click OK.

A context menu is created for the cell. You can copy, delete, or rename the context menu in the Edit Cell dialog by selecting the menu, then clicking the Menu drop-down and selecting the applicable action.

To create a context menu for a paragraph:

1. Select the paragraph where you want to create a context menu.
2. On the ribbon, click Home | Paragraph.
3. In the Paragraph Properties dialog, click the Paragraph tab.
4. In the Options group, next to the Context menu drop-down, click ....
5. In the Context Menus dialog, click the Menu drop-down and select New....
6. Enter a name for the new menu and click OK.
7. Complete the applicable properties for the new menu. When finished, click OK.

A context menu is created for the paragraph. You can copy, delete, or rename the context menu in the Context Menus dialog by selecting the menu, then clicking the Menu drop-down and selecting the applicable action.

To create a context menu for a table:

1. Select the table rows where you want to create a context menu.
2. On the ribbon, click Home | Table | Properties....
3. In the Table Properties dialog, click the Row Properties tab.
4. In the Properties of selected rows group, next to the Context menu drop-down, click Edit Menus....
5. In the Context Menus dialog, click the Menu drop-down and select New....
6. Enter a name for the new menu and click OK.
7. Complete the applicable properties for the new menu. When finished, click OK.

A context menu is created for the table rows. You can copy, delete, or rename the context menu in the Context Menus dialog by selecting the menu, then clicking the Menu drop-down and selecting the applicable action.