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Planview Customer Success Center

System Dependencies Customization

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Introduction

System Dependencies Customization enables you to add, edit or delete the ‘Impact’ drop-down option in the ‘Downstream System Dependencies’ in the Bulk Update Systems pop-up.

Pre-requisite

To be able to customize the System Dependencies, you must have ‘Access Customizations’ User Permission. 

Navigation

Settings SettingsNew (8).png > Customization > Environments > System Dependencies

Add/Edit a System Dependency

To add a System Dependency:

  1. Navigate to ‘Customization’ page and click Environments.
  2. Click System Dependency.
  3. Click Add-Field (5).png. The system adds a line on the grid for the new item. To edit an existing item, search and click on the item from the grid and then click Edit-Field (4).png.
  4. Enter/update the System Dependency item into the Value field.
  5. Click submit (6).png.

TEBR41.png

Sort System Dependencies

Sort Manually

Sorting System Dependencies manually changes their order in drop-down menus.

To sort manually:

  1. On the ‘Customization’ page, navigate to Environments > System Dependencies. 
  2. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (3).png appears.
  3. Drag and drop the Value as you require.
  4. Click submit (6).png.

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.

Delete/Replace Changes Status

Deleting a System Dependency will not delete it from System records. But it will no longer be available when adding or editing a System.

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 item will replace it in existing records.

To delete or replace a Changes Status:

  1. Navigate to ‘System Dependencies’ page and select the item that you want to delete or replace.
  2. Click Delete-Field (4).png.
  3. 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 (2).png.
    • To simply delete the item, click Delete-1 (2).png.

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

More Information

Location of System Dependencies

To locate the ‘System Dependencies’:

  1. Navigate to Environment > Systems.
  2. Select two or more systems.
  3. Click Action (8).png.
  4. Click Bulk Update.
  5. On the ‘Bulk Update Systems’ pop-up click the Dependencies tab. 
  6. Drag and drop available systems to the ‘Downstream Dependencies section. 
  7. The Impact drop-down displays there.
  8. The TEBR Custom Lists are located in the Additional Information panel under the Details tab.

TEBR43-1.png