Adding or Changing Menu Items

  To define menu items:

  1. Select Administration, then Manage, then Menus.

  2. Select a menu and click Edit.

  3. Select the menu item and click Edit or Add Sibling.

  4. Define the menu item:

    Table 61. Menu Items

    Item

    Description

    Menu Item

    Enter a unique name containing only alphanumeric and underscore characters, with no special characters or spaces

    Label

    Enter text to display when the menu is selected. Spaces and special characters are allowed. Menu labels display in the user interface. Labels can be text or can reference a resource variable by name. For example, to set a menu’s label to File, set it to File directly or to the name of a resource, such as LABEL_FILE, which can be localized.

    Icon

    Optional: In context of the Planning server, enter the path and filename to a graphic to display by the menu. For example: /HyperionPlanning/Images/globe.gif

    Type

    Select the menu item type to determine available Properties. No properties are available for Menu Header.

    • Data Form: Launch a selected data form. The member selection context for the member, page, and POV is retained when users right-click in the source data form. If the target data form contains these dimension members on the page, its page is set to match the context.

    • URL: Navigate to the specified URL

    • Business Rule: Launch the selected business rule

    • Manage Approvals: Move to Manage Approvals to work with planning units

    • Menu Header: Create a menu under which you can create children menu items. To display a separator bar on the menu at this item, enter one hyphen as the Label. In this case, the Required Dimension list is not available.

    • Previous Form: Create a menu that returns the user to the previous data form.

    Required Parameter

    Select a dimension, or select an option for where the menu item displays: Point of View, Page, Row, Column, Members Only, Cell Only. For example, if you select Account, users can right-click Account members on a data form to open the menu. If you select Row, the menu is available when users right-click a row. Selecting None makes the menu available whenever the user right-clicks in the data form.

  5. Define menu item properties, which differ for menu item types:

    Type

    Options

    Data Form

    1. From Data Form Folder, select the folder containing the destination data form.

    2. From Data Form, select the data form.

    URL

    1. For URL, enter the complete URL to which to direct the user. For example: http://server name/HFM/Logon/HsvLogon.asp.

    2. Select Use Single Sign-on to append the SSO token to the URL.

    3. Select Include Context in URL to include the context.

    Business Rule

    1. For Plan Type, select the plan type for which the business rule is available.

    2. For Business Rules, select the business rule to launch.

    3. From View Type, select how to display runtime prompt pages:

      • Classic View: Use the default Planning view

      • Streamline View: Display each runtime prompt on a different line

    4. Optional: For Window Title, enter a title to display instead of Runtime Prompts.

    5. Optional: For OK Button Label, enter the text to display for the OK button.

    6. Optional: For Cancel Button Label, enter the text to display for the Cancel button.

    7. Optional: Select Launch in a Separate Window to launch the business rule in a separate browser window.

    Manage Approvals

    Specify the planning unit to which the user is directed by selecting a scenario and a version.

    Previous Form

    Enter the name of the menu item that will return the user to the previous data form.

  6. Click Save.