FAQs: Right-click Menus

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What are right-click menus?

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How do I activate right-click menus?

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Which right-click menus are available in the WorkFlows client?

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What if a user doesn’t have access to a certain wizard? Will that wizard option appear in the menu list?

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I see multiple circulation lists in the wizard window. Are right-click menus available for these lists?

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What if users are delinquent? Will right-click options display delinquencies?

What are right-click menus?

The WorkFlows supports right-click menus for wizards and other WorkFlows functions. These right-click menus are popup or shortcut menus that contain commands and options that can be performed against a selected record or group of records. The right-click menus are available using a mouse right-click in circulation lists (or tables), such as checkouts, bills, holds, bookings, and more.

Once in a right-click menu, you can click a circulation or print option, or use CTRL+ the underlined character to access an option.

How do I activate right-click menus?

A Global Configuration policy is available for controlling whether or not right-click menus are available in the WorkFlows client. This policy is Configure Context Menu Policy, and is available from the Circulation tab of the Global Configuration wizard.

Which right-click menus are available in the WorkFlows client?

If the Global Configuration policy is set to Display Context Menu, the following wizards/functions will display a menu when the user right-clicks within the circulation lists (tables).

Some user lists will not appear depending on your settings for the “Configure Display Of User Transaction Lists” Global Configuration (for details, see Display Of User Transaction Lists In Circulation Wizards Policy).

List type	Wizards	Menu options
Bill	Billing a User CheckOut Display User Renew User User Lost Card	• Change Item ID • Display Item • Edit Bill Note • Edit Item Note • Pay Bill • Place Hold
Bill	Paying Bills	• Change Item ID • Display Item • Edit Bill Note • Edit Item Note • Place Hold
Booking	Display User	• Create Booking • Display Item • Edit Item Note • Modify Booking • Modify Booking Due Date • Remove Booking
Cash Management	Cash Management	• Edit Transaction Item • Remove Transaction Item
Checkin	Discharging Discharging Bookdrop	• Bill User for Item • Change Item ID • Display Holds • Display Item • Display User • Edit Item Note • Mark Item Missing • Mark Item Used • Place Hold
Checkin	Fine Free Discharge	• Change Item ID • Display Holds • Display Item • Display User • Edit Item Note • Mark Item Missing • Mark Item Used • Place Hold
Checkout	Display User User Lost Card	• Bill User for Item • Change Item ID • Claims Returned • Discharge • Display Holds • Display Item • Edit Item Note • Mark Item Lost • Mark Item Missing • Modify Due Date • Place Hold • Print Checkout Slip • Renew As Seen • Renew As Unseen
Checkout	Ephemeral	• Bill User for Item • Display Item • Edit Item Note • Modify Due Date • Print Checkout Slip
Checkout	Mail Items	• Bill User for Item • Change Item ID • Discharge • Display Holds • Display Item • Display User • Edit Item Note • Modify Due Date • Place Hold • Print Checkout Slip
Checkout	Renew Item	• Bill User for Item • Change Item ID • Discharge • Display Holds • Display Item • Display User • Edit Item Note • Modify Due Date • Place Hold • Print Checkout Slip
Checkout	Renew User	• Bill User for Item • Change Item ID • Claims Returned • Discharge • Display Holds • Display Item • Display User • Edit Item Note • Mark Item Lost • Mark Item MIssing • Modify Due Date • Place Hold • Print Checkout Slip
Current checkout	CheckOut Paying Bills	• Bill User for Item • Change Item ID • Claims Returned • Discharge • Display Holds • Display Item • Display User • Edit Item Note • Mark Item Lost • Mark Item Missing • Modify Due Date • Place Hold • Print Checkout Slip • Renew As Seen • Renew As Unseen
List of checkouts	CheckOut	• Bill User for Item • Change Item ID • Discharge • Display Holds • Display Item • Display User • Edit Item Note • Modify Due Date • Place Hold • Print Checkout Slip
Hold	CheckOut Display Item Holds Display Title Holds Display User Holds Paying Bills Renew User	• Bill User for Hold • Display Item • Display User • Edit Item Note • Modify Hold • Place Hold • Remove Hold • Reorder Hold Queue
Hold	Display User User Lost Card	• Bill User for Hold • Display Item • Edit Item Note • Modify Hold • Place Hold • Remove Hold • Reorder Hold Queue
Suspension	CheckOut Display User Paying Bills Renew User Suspend User	• Display Item • Edit Item Note • Unsuspend User
Suspension	Unsuspend User	• Display Item • Edit Item Note
Onshelf Items	Onshelf Items	• Mark Item Missing • Trap Hold • Unfill Hold
Reservation	Display User	• Create Reservation • Display Item • Edit Item Note • Modify Reservation • Remove Reservation

What if a user doesn’t have access to a certain wizard? Will that wizard option appear in the menu list?

If a user does not have access to a wizard or wizard function, that option will not appear in the menu list.

I see multiple circulation lists in the wizard window. Are right-click menus available for these lists?

If the Display Transactions Lists in Circulation Wizards global configuration policy is configured, multiple circulation lists (or tables) may display in the wizard. For example, the Checkout wizard may display the list of checkouts, current checkouts, bills, holds, and suspensions for the user. The right-click menus will be available from each of these lists.

What if users are delinquent? Will right-click options display delinquencies?

The right-click menu options will not display delinquent alerts. However, if a user is blocked and the blocked status was not overridden in the parent wizard, the blocked override is displayed from the right-click option.

Related topics 

Right-click Menus