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Planview Customer Success Center

Change Custom Lists Customization

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Introduction

Change Custom Lists customization allows you to add, edit or delete items from the following field types created in Changes Custom Fields:

  • List fields (drop-down menus)
  • List select (combo boxes)

Pre-requisite

  • To be able to add and customize Change Custom Lists, you must have ‘Access Customizations’ User Permission.
  • You must have already created the Change Custom Fields with Data Type ‘List Fields’ or ‘List Select’.

Navigation

Settings SettingsNew (5).png > Customization > Changes > Custom Lists

Add/Edit Changes Custom List

To add or edit a Change Custom Lists:

  1. Navigate to the ‘Customization’ page and double click Changes.
  2. Click Custom Lists.
  3. Select a Change Custom Field from the Select Custom Field drop-down.
  4. Click Add-Field (1).png. The system adds a line on the grid for the new field. To edit an existing custom list, search and click on the custom list from the grid and then click Edit-Field (1).png.
  5. Enter/update the Changes Custom List item into the Value field.
  6. Click submit (3).png.

Your changes will be saved and a confirmation message will display.

Custom-Fields8.png

Sort Changes Custom Lists

Sort Manually

Sorting ‘Change Custom Lists manually’ changes their order in the drop down menus

To sort manually:

  1. On the ‘Customization’ page, navigate to Changes > Custom Lists. 
  2. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (1).png appears.
  3. Drag and drop the Value as you require.
  4. Click submit (3).png.
    Custom-Fields9.png

Your changes will be saved and a confirmation message will display.

Sort by Column Header

Sorting Change Custom Lists by column header only changes their order on the ‘Customization’ page.

To sort alphabetically on the ‘Customization’ page by column header, click on the column header. ↑ or ↓ displays indicating the ascending or descending column sort.

Custom-Fields10.png

Delete/Replace Changes Custom List

Deleting a Changes Custom List will not delete it from Change records. But it will no longer be available when adding or editing a Change.

While deleting, you can either select another list item that will replace the item to be deleted or simply delete the item from the list. Replacing a Changes Custom List will replace it in existing Change records.

To delete a Change Custom List:

  1. Navigate to the ‘Customization’ page and double click Changes.
  2. Click Custom Lists.
  3. Select a Change Custom Field from the Select Custom Field drop-down.
  4. Select the Changes Custom List item that you want to delete.
  5. Click Delete-Field (1).png.
  6. The ‘Replace with existing value’ dialog displays.
    • To replace: select the item that will replace the item to be deleted from Replace with. Then click Delete-and-Replace.png.
    • To simply delete the item, click Delete-1.png.

The item is now deleted and the page navigates back to the Custom List page.

Custom-Fields11-1.png

More Information

To locate the fields added via this feature:

  1. Navigate to the ‘Change’ page (Release > Change).
  2. Search and click to open a Change.
  3. On the ‘Change’ tab scroll down to the Additional Information section. The Custom Lists that you had added/updated are displayed.
    Custom-Fields13.png

Custom Lists Greyed Out

The Custom Lists page will remain grayed out until a Custom Field is selected from the Select Custom Field drop-down menu.