Install Menu Set: custom menus and restoring default menus

Beginner

Create and install custom menu sets to restrict or extend FileMaker's menu bar, and restore the default menu set on exit.

What you'll learn

How to create a custom menu set in the File menu
How to install a custom menu set from a script
How to restore the default FileMaker menu set
How to use custom menus to call scripts via keyboard shortcuts
When to install and uninstall menu sets for privilege-appropriate UI

FileMaker's custom menu feature lets you replace the standard menu bar with one tailored to your solution -- hiding developer options, adding solution-specific commands, or preventing users from reaching features they should not access. The Install Menu Set script step activates a menu set, and a corresponding step restores the default menu when the user's session ends or when they need full access again.

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Create a custom menu set

In FileMaker Pro, choose File > Manage > Custom Menus. Create a new Menu Set and name it (e.g., "Kiosk Menu Set" or "Standard User Menu Set"). Add menus to the set, and within each menu add commands that call scripts. You can duplicate the standard Edit menu and remove items like "Show All Records" that you do not want users accessing.

TEXT

# No code required -- custom menus are created in File > Manage > Custom Menus
# Naming convention for menu sets:
#   "<RoleName> Menu Set"
# Examples:
#   "Standard User Menu Set"
#   "Manager Menu Set"
#   "Kiosk Menu Set"

# Attach script calls to menu items via:
#   Menu Item > Action: Perform Script > [choose script]

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