Topic: Shortcut Menus Implementation

Contents
Modify a Shortcut Menu....................................................................................................................... 3

4/24/2023 Copyright © 2023 Honeywell International Inc. 1

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 This page was intentionally left blank.

2 Copyright © 2023 Honeywell International Inc. 4/24/2023

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

Modify a Shortcut Menu

Practice
Objective

The purpose of this lesson is to practice modifying a shortcut menu. After completion of this lab,
you will be able to:
 Add custom selections to the standard shortcut menu.

Prerequisites

An Experion PKS Server with HMIWeb Display Builder.

Introduction

This lab exercise will enable you to:

 Modify a shortcut menu for custom selections.
By default, the shortcut menu assigned to an object is determined by the type of point to
which it is linked. For example, if you link an object to an analog point, the standard shortcut menu
for an analog point will be used. There is also a default display-level shortcut menu that is used for:
 The display
 An object that is not linked to a point/parameter.
A shortcut menu is a list of items that appears when a user right-clicks an object or right-clicks the
display.
In practice, the easiest way of creating a custom shortcut menu (which is a specialized XML file) is
to open a standard shortcut menu, save it with a new name, and edit it as required. This will be
practiced in the lab exercise.

4/24/2023 Copyright © 2023 Honeywell International Inc. 3

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

Procedure

Modify a Shortcut Menu

ü Step Action

1 The standard shortcut menus are located in the following path:

C:\Program Files(x86)\Honeywell\Experion PKS\Client\System\R520.
 Open Windows Explorer and browse to the R520 folder as shown:

4 Copyright © 2023 Honeywell International Inc. 4/24/2023

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

2 Locate the shortcut menu for a PID point: sysdtlpida_sm.xml

 Right-click and select Open With > Notepad.

3 The standard shortcut menu for a PID point is opened, as shown in the
following example.

4/24/2023 Copyright © 2023 Honeywell International Inc. 5

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

4 Select File > Save as.

 Save the file as sysdtlpida1_sm.xml in your abstract folder.

TIP

It is recommended that the filename of a shortcut

menu be the same as the matching group faceplate
template display (or point detail display), except for the
“_sm.xml” suffix.
For example, if the filename of the point detail display
for a specialized type of point is BoilerType1.htm,
the filename of the shortcut menu should be
BoilerType1_sm.xml.

6 Copyright © 2023 Honeywell International Inc. 4/24/2023

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

5 The following illustration shows a modified/custom shortcut menu as well as

the standard shortcut menu.
The customized menu in the top example shows that four additional items have
been added.

Customized
Menu

4/24/2023 Copyright © 2023 Honeywell International Inc. 7

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

6 Modify your sysdtlpida1_sm.xml code to add the first new menu item called
Alarm Summary: (Hint: Copy a section of the existing code and modify it.)
Put Alarm Summary after the Acknowledge Alarm command on the shortcut
menu (as illustrated in the previous step) and change the following:
 menuitem id = “mnu_Anything”
 InvokeCommand = (‘Alarms’)
 Text (to show on the menu) = Alarm Summary
 Image = bitmap tb001 (stored in the Abstract>Toolbar folder)

An example is shown below of your shortcut menu after the above menu item
‘Alarms’ has been added.
The new entry appears after the Acknowledge Alarm command and before the
Raise command.

8 Copyright © 2023 Honeywell International Inc. 4/24/2023

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

7 Add three additional menu items, Message Pad, E_100, and Custom Trend to
the end of your shortcut menu (the code is shown below).

NOTE: Pay particular attention to the different commands being used in

the above menu additions.

ATTENTION

Refer to Experion User Assistance for more detailed

information regarding the syntax and structure of
shortcut menus.

8 Save your completed sysdtlpida1_sm.xml file in your Abstract folder.

ATTENTION

If you save your customized shortcut menu file in

Abstract, then you would also need to copy the
“TOOLBAR” and “Images” folder from R520 into the
Abstract folder to support the toolbar images used.
(This has already been done for your lab exercise).

4/24/2023 Copyright © 2023 Honeywell International Inc. 9

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

9 If you have performed the previous lab as per pre-defined course sequence then
continue using the display D_100_DYN.htm which you have built, else open
display < D_100_DYN.htm > from C:\ProgramData\Honeywell\Experion PKS\
Client\DisplayDB
 Loop.sha has been inserted 7 times into this display.
The three dynamic shapes on the left side of D_100_DYN will use the custom
shortcut menu. The remaining four loop shapes will use the default shortcut
menu.

10 Copyright © 2023 Honeywell International Inc. 4/24/2023

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

10 Open the Properties window for the first loop.sha (which is linked to 11_PC15
through Custom Properties).
 Select the Shortcut Menu tab
 Select the Customized shortcut menu option.
 Click the Browse button and link your customized shortcut menu to this
object.

Repeat the above to link your customized shortcut menu to the loop shapes for
11_AC12 and 11_FC19.
 The remaining loop.sha objects in D_100_DYN will use the default
menu.

11 Save As D_100_DYN as D_100_MENU in the Abstract folder.

12 Call D_100_MENU in Station.

4/24/2023 Copyright © 2023 Honeywell International Inc. 11

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

13 Right-click the tagname 11_AC12 to call your shortcut menu. If an error occurs,
see Step 14 to troubleshoot your shortcut menu.

If built correctly, the customized shortcut menu should show 4 added items:
Alarm Summary, Message Pad, E_100, and Custom Trend. Select each item
to test the functionality.

12 Copyright © 2023 Honeywell International Inc. 4/24/2023

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

ü Step Action

14 If your shortcut menu has an error and you receive a message in Station’s
message zone that your shortcut menu is not “well formed”, the first step in
troubleshooting the problem is to check your syntax.
Open Windows Explorer, browse to your abstract directory, and double-click
your shortcut menu. If it is well formed (the syntax is correct), the shortcut menu
will open using Internet Explorer. If it is not “well formed”, the shortcut menu will
open but without the complete code and an error message will be displayed.
Most errors are either typos or a menu heading has been left off.
Reminder: Each command or listing on a shortcut menu must start with a
menuitem id and end with a menuitem.

15 Right-click 11_PC16 to call the standard (default) shortcut menu.

Note the differences between the default and the customized shortcut menus.

4/24/2023 Copyright © 2023 Honeywell International Inc. 13

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary
 Shortcut Menus Implementation
Modify a Shortcut Menu

This page was intentionally left blank.

14 Copyright © 2023 Honeywell International Inc. 4/24/2023

Honeywell Academy written permission required to distribute
Honeywell Confidential and Proprietary