Usted está aquí: Help Topics > Customization > Calculation > Create a context menu

Create a context menu

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

Notes:

  • Cells can support two context menus: one activated on right-click, and one activated on left-click. You can select which menu you want to customize in the Edit Cell dialog.
  • Each context menu contains a version field that is used to track your updates to your context menus. This helps to prevent your menus from being overwritten when you update knowledge libraries.

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.