Local menu

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Create custom menu items in the pop-up menus

It is possible to create your own menu items in Uniconta. It is created as a button called "User menu", where all the menu items you create are placed. Go to Tools/Menus/Local menu  
Field name Field Description
ControlName In ControlName, select which screen the menu item should be added to. Examples AccountsTransactions = Entries CreditorAccounts = Creditor Master Data Select the current screen and press F12 to see ControlName and select it from the dropdown menu.
Command text "Red arrow" Enter the name of the menu item here
ControlType "Purple arrow" Select the type of menu item you want here. See description below.
Control "Green arrow" If you select a report, the name of the report is entered here. If you select a form, you can select it from the list.
Line number "Orange arrow" The line number you want the menu item to have in the menu order
Argument "Yellow arrow" Here you fill in the argument to be used for the call in the menu. See description below.
Shortcut key Version-91"Blue arrow" A shortcut key to the menu item can be specified here.
Deactivate Next to Black Arrow, the menu item can be disabled so that it does not appear.
 
ControlType Description of the different options
ReportControl Used to call a report generated in the Report Generator
UserDefinesTableControl Used for calling a custom table. This only applies to tables created in the current accounting.
ExportControl Used to export a specific table. Type the table name in the "argument". For example, DebtorOrderClient.
ImportControl Used to import a specific table. Type the table name in the "argument". For example, DebtorOrderClient. See example here...
ExternalCommand Used to start an external program. For example, type Notepad.exe in "Argument". Notepad will start when you click on the item.
Plugin Starter and Uniconta plugin
Shape Opens a Uniconta form. Use Argument: SourceType=NoSourceFind the form name by selecting the current screen and press F12 to see ControlName and select it from the Control dropdown menu.

Argument

The argument could be the following:
  • SourceType=UseCurrentRecord
  • SourceType=UseMasterRecord
  • SourceType=UseDataSource
  • SourceType=NoSource
 
SourceType Description of source
UseCurrentRecord Is the selected line in the list. If you select CurrentRecord, only the selected line is printed on the report.
UseMasterRecord Is the table that is the master for your form. For example, on order lines, orders are the master. On orders, there is no master, as orders themselves are the master.
UseDataSource Is the entire list in the form (grid). If you select DataSource, the entire list is printed on the report.
NoSource Used when calling a form or if you do not want a specific list but the entire content.
Read about more arguments here See an example of a Local menu performing an Import check

Create a menu item in the pop-up menu

Go to Tools/Menus/Local menu Here is an example of an added field on the item overview screen from the vendor list:
  1. Select the screen to create a menu on. Here select "CreditorAccount"
  2. Click [+] to create a new menu
  3. Select the menu
  4. Fill in the fields
    1. Command text, type "Items"
    2. ControlType, Select Form
    3. Control, select "InventoryItems" here
    4. Argument, Type "SourceType=NoSource"
    5. Version-91 Shortcut key, type "Alt+1"

Delete a menu item

Click on the and the menu item is deleted.  

Error message

If you get the following message "There was a problem on the page, so it will be closed. Please try to open it again", check if you have set the argument "SourceType=NoSource" in the menu call.