Creating "My Banner" Default



Creating "My Banner" Default

  • On Tool Bar Choose File
  • Next: Preferences
  • Next: Menu Settings
  • Next: User Default
  • Enter: *Personal
  • Save
  • “X” out

Adding *Quick Flows to Personal Menu

*A Quick Flow is a technique that lets you link a set of forms in a specific sequence. When you exit the first form, the next form in the sequence is automatically accessed. This process continues until all the forms in the Quick Flow have been accessed and exited.

  1. At Go To Menu enter: GUAPMNU
  2. At Type: Choose Quick Flow Object
  3. In first block under Object, Highlight the space then Enter Query or F7
    1. Enter F% (This will narrow the search to all the Finance Quick Flows that have been created.)
    2. Execute Query or F8
  4. Next: Choose Quick Flow Description and double click
  5. (All The lettering in the description will turn blue)
  6. Next: Click top arrow in middle column

You should see your choice appear at the top of the right column where you are building your personal menu

  1. ++Here you can name this process anything you wish++
  2. You must Save before exiting Menu setup.
  3. You must come out of Banner completely to see your changes

Building **Personal Menu

**A personal menu contains the forms, menus and Quick Flows that are most important in your daily work. The Banner Maintenance Form (GUAPMNU) contains three parts:

  • The left pane lists the available forms, menus and Quick Flows.
  • The middle of the form contains buttons to insert or remove your selections
  • The right pane list the contents of your personal menu
  1. At Go To Menu enter: GUAPMNU
  2. At Type: Choose Oracle Forms
  3. In first block under Object, Highlight the space then Enter Query or F7
    1. Enter F% (This will narrow the search to all the Finance Oracle Forms that have been created.)
    2. Execute Query or F8
  4. Next: Choose an Oracle Description and double click
  5. (All The lettering in the description will turn blue)
  6. Next: Click top arrow in middle column

You should see your choice appear at the top of the right column where you are building your personal menu

  1. ++Here you can name this process anything you wish++
  2. You must Save before exiting Menu setup.
  3. You must come out of Banner completely to see your changes

Last Modified: 6/10/16