PPM Administrator Help System

Custom Menu

Use this form to enable a custom menu as well as add, organize, and delete custom menu items in Cobra.

Cobra allows you to create and access applications and functions that you frequently need through custom menu items. Custom menu items are secured by role in the PPM Administrator. Only users with SYSADMIN rights are allowed to grant access to custom menu items. You can access these custom menu items in Cobra through a tab. The tab name depends on the custom menu name that you define on this form. Once you add the custom menu and custom menu item(s), they display on the Cobra Permissions tab of the Roles form and you can specify the access control of the custom menu option based on the user's primary role.

This form presents information in two views (Custom Menu Detail View and Custom Menu List View), which dictate how PPM Administrator displays the custom menu and custom menu items. For details on how to switch between views, see the corresponding description in the table below.

To access this form, see Display the Custom Menu Form.

Field Description
+New Custom Menu Click this button at the upper right of the form to add a custom menu. Enter information for the custom menu in the fields on Custom Menu Detail View.

You can only add one custom menu. If there is already a custom menu in the list, the +New Custom Menu becomes disabled.

If you leave the CUSTOM MENU NAME field blank, the custom menu does not display in Cobra. Once you enter the name, the CUSTOM MENU ITEMS grid becomes enabled, allowing you to add custom menu items.

Click this icon to display the Custom Menu Detail View, and edit the contents of a single record. All fields for the selected record are displayed on the form. For more information, see the Fields on the Custom Menu Detail View description on this page.

You can delete or export the record to a CSV and download it.

Click this icon to switch to Custom Menu List View. Fields are displayed in columns in a grid, rather than in fields or on separate tabs of the form. For more information, see the Columns on the Custom Menu List View description on this page.

You can remove or change the order of the columns in the grid. You can also export the data in the gird as a .CSV file and download it. For more information about the common buttons and options and how they function, see Learning the Basics .

Other Actions Depending on whether you are on Custom Menu List View or Custom Menu Detail View, you can perform actions such as exporting (all or selected) to CSV or deleting custom menu items by accessing this drop-down menu and choosing the appropriate option. For more information, see Other Actions Drop-Down Menu.
The available grid header options vary, depending on whether you are on Custom Menu List View or Custom Menu Detail View. These options allow you to expand to full screen, download the data to CSV (on Custom Menu List View only), and select columns by clicking the corresponding icon. For more information, see Working with Grids.
Save This button only displays when you make changes to a record, replacing Other Actions on Custom Menu Detail View. Click it when you are done with changes.
Fields on the Custom Menu Detail View Use these fields to set up detailed information for custom menu items on Custom Menu Detail View:
  • Custom Menu Name: Use this field to edit the custom menu name.
  • Custom Menu Items: Use this grid to manage custom menu items. It contains the MENU ITEM NAME and COMMAND TYPE columns.
    Note: The order of the custom menu items in PPM Administrator controls the way they display on the custom menu in Cobra.
Columns on the Custom Menu List View Use these columns and options to manage user records in the Custom Menus grid on Custom Menu List View.
  • CUSTOM MENU NAME : This column displays the custom menu name.
  • PRODUCT: This column displays the name of the product where the custom menu is enabled.

You can click X to remove a context menu options that allows you to assign users and manage user logins.