How to add import scenario to menu

Hi @Janella 

Could you please provide little more information on the need?

Are you looking to add a menu item  Import scenario in any workspace.

Thanks

Hi @Janella ,

Go to Edit Menu on the left hand corner click on it→ select the workspace which you want and click ‘Add Menu Item’ select the menu item→ save and close.

Below is the screenshot to add the import scenario menu item in any workspace.

Regards,

Sweta

@manikantad18 for example add to the Payables space a menu for import and the import scenario, see below. Could this be done?

Hello @Janella ,

Simply choose the Menu Settings in Import Scenarios screen.

Because the above process adds a new screen, you will want to use Access Rights by Screen to grant access to the proper roles. By default, a new screen is visible to all users.

Laura

@manikantad18 for example add to the Payables space a menu for import and the import scenario, see below. Could this be done?

 

 

Navigate to site map and search for Import scenario

Update the workspace as payable and category as needed and verify.

@Laura02 @dcomerford @sweta68 @manikantad18 perfect!! this worked. thank you all