Environment Custom Lists Customization

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Introduction

Environment Custom Lists allows to add, edit or delete items from the following field types created in Environment Custom Fields:

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

Pre-requisite

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

Navigation

Settings SettingsNew (7).png > Customization > Environments > Environment Custom Lists

Add/Edit Environment Custom List

To add items to an Environment Custom List:

Navigate to ‘Customization’ page and click Environments.
Click Environment Custom Lists.
Select a Custom Field from the Select Custom Field drop-down.
Click . 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 .
Enter/update the Environment Custom List item into the Value field.
Click .

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

NOTE

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

Sort Changes Custom Lists

Sort Manually

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

To sort manually:

On the ‘Customization’ page, navigate to Environments > Environment Custom Lists.
Hover your mouse cursor over the sort column of the Value that you want to sort. appears.
Drag and drop the the Vaue as you require.
Click .

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

NOTE

Refresh your browser to sort manually after sorting alphabetically.

Sort by Column Header

Sorting Environment 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.

Delete/Replace an Environment Custom List

Deleting an Environment Custom List will not delete it from Environment records. But it will no longer be available when adding or editing an Environment.

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 an Environment Custom List will replace it in existing records.

To delete an Environment Custom List:

Navigate to the ‘Customization’ page and double click Environments.
Click Environment Custom Lists.
Select a Custom Field from the Select Custom Field drop-down.
Select the Custom List item that you want to delete.
Click .
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 .
- To simply delete the item, click .