Extensions in PPM Express can be used to add/embed custom content to the PPM Express pages. For example, embedded content can be added and shown to all users on the Quick Start page instead of the default one. Another example is when a link can be added as an extension to open a specific site from the Portfolios page, or open it in a new tab.
To create an extension, perform the following:
1. Open the Tenant Settings page, scroll down to the Extensions section, and click the New Extension button.
2. Type in the name of your Extension.
3. Select the Extension type (extension functionality will depend on its type).
- Embed Content - for such an extension, embedded content (web page, third-party app,e.g.) will be displayed in the panel within PPM Express.
- Trigger Action - for such an extension type, an external action or flow will be triggered.
- Open Action in the New Tab - for this extension, the provided URL will open in a new tab.
4. Select the size:
- Normal
- Small
- Large
- Full screen
5. Provide the URL where the required content is located.
You need to get the URL of the content and paste it into the URL section. Most web applications and websites can be embedded only using a specially generated URL for embedding, not through a direct link (Power BI is one of them). For example, to embed a video from Vimeo, find the Share option -> Embed -> copy only the link from the embedded code.
6. Select the Extension Location, the page in PPM Express where this extension will appear.
Also, you can select where the extension appears on the selected page. For example, on the Portfolios page, you can add an extension to the Actions drop-down or to the View section.
7. Type in the Description if needed. The text added to the Description field will be displayed as a hint when hovering over the extension title on the page where it is added.
8. Click Create Extension. The extension will appear on the selected page and in the selected place (view or actions menu for the Portfolios page).
The Extension can be deleted or edited at any time.
