Changing a Menu Item

Sometimes you may want to change an existing menu item so that it points to your custom entity. For example, you may want to change the PPM default proposal request type to your default request type for creating proposals.

Taking the PPM default proposal request type as an example, to change the menu item and make it point to your custom request type, follow the steps below:

1. Locate the code snippet representing Create > Proposal menu item in the menu.xml file:

   <menu id="CREATE_PROPOSAL" key="entity.proposal" bundle="CoreResources">
      <url>/itg/web/knta/crt/RequestCreateDispatcher.jsp?BUSINESS_KEY=_PFM_PROPOSAL</url>
      <security> 
         <and>
            <license reference-code="2" />
            <or>
               <access-grant reference-code="1045" />
               <access-grant reference-code="1041" />
            </or>
         </and>
      </security>
   </menu>

2. (Optional) Edit menu item text.

   1. Under the <PPM_Home>\server\<server name>\deploy\itg.war\WEB-INF\resources\web directory, locate the CoreResources.properties resource bundle file and open it.

   2. Locate the line representing the Proposal entity:

      entity.proposal=Proposal

      Modify the line as necessary, for example:

      entity.myproposal=MyProposal

   3. Edit the menu.xml file by changing the menu ID, key, and bundle values to make them look like the following:

      <menu id="CREATE_PROPOSAL" key="entity.myproposal" bundle="CoreResources">

      Note: Menu id is required when you edit menu.xml.

3. Edit the menu item URL to make it point to your default proposal request type.

   You should already have a URL for your default proposal request type.

   Replace the URL value in the following line with the URL for your default proposal request type:

   <url>/itg/web/knta/crt/RequestCreateDispatcher.jsp?BUSINESS_KEY=_PFM_PROPOSAL</url>

4. Save and close the file.

5. Stop, and then restart the PPM Server.

6. (Optional, although highly recommended) Verify the changes by logging off, and then logging back onto PPM and reviewing the menu item.