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Changing the Proposal Creation menu

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Raka_1
Collector

Changing the Proposal Creation menu

We have created a Request Type for Proposal it has the field group as PFM- Proposal. But in the drop down menu for 'Create there is Create Proposal and Create Request' When I create proposal if follows PFM- Proposal so I have to go to the Create Request and Select my custom build Proposal Request Type to create a Proposal. This causes lot of confusion for the users. Is there any way I can get to change the Create Proposal to follow my custom Proposal Request Type or is there a way to get rid of 'Proposal' from the Create menu.
5 REPLIES
Erik Cole
Honored Contributor
Solution

Re: Changing the Proposal Creation menu

Assuming you're talking about PPM8...

Edit menu.xml...find the menu_item for the proposal by searching for this text:

menu id="CREATE_A_PROPOSAL_MENU"


under the url tag it will show:

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

Change the

?BUSINESS_KEY=_PFM_PROPOSAL

in that url to

?REQUEST_TYPE_NAME=Your+Request+Type+Name

Bounce server.
Raka_1
Collector

Re: Changing the Proposal Creation menu

Thanks Erik

Your suggestion worked perfectly for me.
Raka_1
Collector

Re: Changing the Proposal Creation menu

This worked fine for me but it has stopped working. Can you tell me is there any other file that I need to update other than menu.xml file.
Amanjyot87
Occasional Advisor

Re: Changing the Proposal Creation menu

Hi Everyone,

 

I am newbie in PPM. I also need to implement the same functionality but i am not able to decode the statment ?REQUEST_TYPE_NAME=Your+Request+Type+Name.

 

If my request type is "Sample Request" then how would i write the above statement.

 

Thanks

Deep Mehta
Regular Collector

Re: Changing the Proposal Creation menu

REQUEST_TYPE_NAME=Sample+Request
//Add this to "OnDomLoad" event