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Planview Customer Success Center

TEBR Custom Fields Customization

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Introduction

TEBR Custom Fields appear under the Details tab of the TEBR popup (with or without a Release) when adding or editing an environment booking request.

Pre-requisite

To be able to customize the TEBR Custom Fields, you must have ‘Access Customizations’ User Permission. 

Navigation

Settings SettingsNew (9).png > Customization > TEBR > Custom Fields

Add/Edit TEBR Custom Field

To add or edit a TEBR Custom Field:

  1. Navigate to the ‘Customization’ page and click TEBR.
  2. Click Custom Fields.
  3. To add a new field, click Add-Field (6).png . The system adds a line on the grid for the new field. To edit an existing custom field, search and click on the custom field from the grid and then click Edit-Field (5).png.
  4. Enter/update the following details:
Columns Description
Value Enter the custom field name. Custom Fields with double quotes ” " or square brackets [] in the Value cannot be added to Plutora Analytics workbooks.
Description Enter a description for the field.
Description Display Select the description display type.
As Tooltip: The description will appear as a tooltip when you hover the mouse cursor over the button beside the custom field label.
Under Label: The description will appear as text under the custom field label. It will also appear as a tooltip when you hover the mouse cursor over the description.
Data Type Select the Data Type of the field from the drop-down menu. For details on these data types, see Custom Field Data Type
Tab Parent Select which tab the field should appear from the drop-down menu.
Group Fields Select which group the field should appear from the drop-down menu.
Field Permissions Select the field permissions (view, edit, and hide permissions) for each field. For details, see Manage Field Permissions
Mandatory Select if the field is mandatory to fill in.
  1. Click submit (7).png.

Add, Edit, or Delete Tabs

To manage custom field tabs on the ‘Additional Information’ tab on the TEBR dialog:

On the ‘Customization’ page, navigate to TEBR > Custom Fields.  Click AddEdittab (3).png. ‘Add/Edit Custom Field Tabs’ display.

  • To add a tab: Click Add (6).png and enter the new tab name.
  • To edit a tab: Double click the tab that you want to edit and make changes.
  • To delete a tab: Select the tab that you want to delete and then click Remove (4).png.

Close the pop-up by clicking the X at the top-right corner. You can view the changes by clicking the ‘Tab Parent’ column. 

Add, Edit, or Delete Groupings

To manage custom field groups on the Additional Information panel on the TEBR dialog:

On the ‘Customization’ page, navigate to TEBR > Custom Fields.  Click AddEditgrouping (3).png. ‘Add/Edit Custom Field Grouping’ display.

  • To add a grouping: Click Add (6).png and enter the new grouping name. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
  • To edit a grouping: Double click, then edit the grouping. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
  • To delete a grouping: Click to select the grouping. Click Remove (4).png.

Close the pop-up by clicking the X at the top-right corner. You can view the changes by clicking the ‘Group Fields’ column. 

Bulk Update Permissions

To update the permissions of two or more TEBR Custom Fields at once:

  1. On the ‘Customization’ page, navigate to TEBR > Custom Fields.
  2. Select two or more custom fields (check the checkboxes)
  3. Click Bulk-Update-Permissions (4).png. The button will be grayed out until you select two or more checkboxes.
  4. On the ‘Bulk Update Fields Permissions’ dialog, from the Select the permission type you would like to change drop-down menu select an option. For detail on these options, see Manage Field Permissions.
  5. Select an option from the By drop-down menu. For detail on these options, see Manage Field Permissions.
  6. Click Save-and-Close (16).png.

The system updates the permissions and the ‘Customization’ page is back to display.

Sort TEBR Custom Fields

Sort Manually

Sorting TEBR Custom Fields manually changes the order of groups and fields on the Details tab.

TEBR Custom Fields and Groups are all sorted in the order they appear in the TEBR Custom Field Customization. For example, the following fields:

Field Name Group Name
Value 1 Group 3
Value 2 Group 2
Value 3 Group 3
Value 4 Group 1

To sort manually:

  1. On the ‘Customization’ page, navigate to TEBR > Custom Fields. 
  2. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (4).png appears.
  3. Drag and drop the Value as you require.
  4. Click submit (7).png.
    TEBR4.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.

TEBR5.png

Sort Tabs

Sorting TEBR Tabs changes the order they appear on the Details tab of the TEBR pop up.

  1. On the ‘Customization’ page, navigate to TEBR > Custom Fields. 
  2. Click AddEdittab (4).png.
  3. On ‘Add/Edit Custom Field Tabs’ hover your mouse cursor over the Sort column. Sort (4).png appears.
  4. Drag and drop as you require to sort.

Sort Fields Inside Tabs

  1. On the ‘Customization’ page, navigate to Custom Fields page.
  2. Click Field-Ordering (3).png. ‘Field Ordering’ dialog displays.
  3. Click the tab that you want to sort.
  4. Hover your mouse cursor over the sort column. Sort (4).png appears.
  5. Drag and drop the field as you require.
  6. Click Save-Orange (13).png.

Screenshot-2024-01-10-145353.png

Delete a TEBR Custom Field

Deleting a TEBR Custom Field will not delete it from Plutora. But it will no longer be available when creating new booking requests.

To delete a TEBR Custom Field:

  1. On the ‘Customization’ page, navigate to TEBR > Custom Fields.
  2. Click to select the TEBR Custom Field.
  3. Click Delete-Field (5).png.
  4. Click submit (7).png.

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

More Information

Location of TEBR Custom Fields

To locate the TEBR Custom Fields:

  1. Go to Environment > Requests.
  2. Click the TEBR tab (if it isn’t open already).
  3. Click to open a TEBR.

The TEBR Custom Fields are located in the Additional Information panel under the Details tab.

Custom Field Data Types

Manage Field Permissions

Field Permissions set the view, edit, and hide permissions for each field:

  1. Click the checkbox next to Access-Permissions (3).png to activate permissions.
  2. Click Access-Permissions (3).png. ‘Fields Permissions for field:…’ dialog display.
  3. From Select the permission type you would like to change drop-down menu select an option:
    TEBR8.png
  4. Select from the By drop-down menu:
    • Individual: Select the checkboxes of one or more users.
    • Organization: Select the checkboxes of one or more organizations or Portfolio Associations.
    • Role: Select the checkboxes of one or more roles.
    • User Group: Select the checkboxes of one or more User Groups.