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Planview Customer Success Center

Environment Group Custom Lists Customization

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Introduction

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

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

Pre-requisite

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

Navigation

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

Add Items to an Environment Group Custom List

To add items to an Environment Custom List:

  1. Navigate to ‘Customization’ page and click Environments.
  2. Click Environment Group Custom Lists.
  3. Select a Custom Field from the Select Custom Field drop-down.
  4. Click Add-Field (4).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 (3).png.
  5. Enter/update the Environment Group Custom List item into the Value field.
  6. Click submit (4).png.

Envgpcustomlist1.png

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

Sort Environment Group Custom Lists

Sort Manually

Sorting Environment Group Custom Lists changes their order in the drop down menus

To sort manually:

  1. On the ‘Customization’ page, navigate to Environments > Environment Group Custom Lists
  2. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (2).png appears.
  3. Drag and drop the Value as you require.
  4. Click submit (5).png.

           

NOTE

Refresh your browser to sort manually after sorting alphabetically.

           

Sort by Column Header

Sorting 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.

Envgpcustomlist2.png

Delete/Replace an Environment Group Custom List

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

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

To delete or replace an Environment Group Custom List:

  1. Navigate to the ‘Customization’ page and double click Environments.
  2. Click Environment Group Custom Lists.
  3. Select the item that you want to delete or replace. 
  4. Click Delete-Field (3).png.
  5. 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 (1).png.
    • To simply delete the item, click Delete-1 (1).png.

The item is now deleted and the page navigates back to the ‘Customization’ page.

Envgpcustomlist3.png

More Information

Location of Environment Group Custom Lists

To locate the Environment Group Custom Lists:

  1. Go to Environment > Groups.
  2. Click to open an Environment Group.
  3. The Environment Group Custom Lists are located under the Additional Information tab.
    Envgpcustomlist4.png