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Menu Maintenance

Last updated 7/12/2021

How to Upkeep Your Menus

This documentation explains how to upkeep your menus in Five.

Edit a Menu Form

  1. Select Menus in the menu.
  2. Select the required menu record in the list.
  3. Click the Edit button.
Edit the Menu Form
Figure 1 - Edit the menu form

  1. Perform your changes.
  2. Click the Save button in the form app bar.
Save Changes
Figure 2 - Save changes

Delete a Menu Form

info

To have access to the Delete button, the Edit button must first be clicked.

  1. Select Menus in the menu.
  2. Select the required menu record in the list.
  3. Click the Edit button in the form app bar to have the Delete button available.
Edit Button
Figure 3 - Edit Button

  1. Click the Delete button in the form app bar.
Delete Button
Figure 4 - Delete Button

  1. Click the Yes button to the Five notification.
Yes Button
Figure 5 - Five notification confirming deletion

Cancel Changes

Cancel All Changes on a Form

  1. Click the Cancel button in the form app bar.
Cancel Changes
Figure 6 - Cancel changes

Cancel Changes to a Field on the Form

  1. Click the Cancel button in the respective field and type a new value, or
  2. Use the lookup icon in the respective field and select a new value.
  3. Click the Save button in the form app bar.
Cancel Field Changes
Figure 7 - Cancel field changes