Regroup windows and reports in a workspace

For each window or report listed in a workspace, you can change the category under which it is displayed, as described in this topic. These changes affect both views of the workspace items, the quick menu and all items.

1. On the main menu, click Edit menu to switch to the edit mode.

2. On the main menu, click the title of the workspace whose menu items you want to regroup.

3. If you add a new category for windows and reports to be placed under, do the following:

   1. On the toolbar, click Menu settings.
   2. On the menu title bar, click Add category.
   3. In the Title field of the Category parameters dialog box, type the title of the new category.
   4. Click OK to save your changes.

4. Point to the window or report that you want to place in a different category to open the pop-up toolbar.

5. On the pop-up toolbar of the window or report, click (Edit).

6. In the Category field of the Window parameters dialog box, select the category under which you want to place the window or report.

7. Click OK to save your changes.

8. Repeat the previous four steps for each window you want to place under a different category.

9. In the bottom left corner of the screen, click Exit edit menu to save your changes and exit the edit mode.