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Planview Customer Success Center

TECR Custom Lists Customization

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Introduction

TECR Custom Lists allows you to add, edit or delete items from list fields (drop-down menus) and combo boxes created in TECR Custom Fields.

Pre-requisite

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

Settings SettingsNew (8).png > Customization > Environments > TECR Custom Lists

Add/Edit TECR Custom List

To add items to a TECR Custom List:

To add or edit items to a TECR Custom List:

  1. Navigate to ‘Customization’ page and click Environments.
  2. Click TECR Custom Lists.
  3. Select a Custom Field from the Select Custom Field drop-down. The TECR Custom Lists page will remain grayed out until a TECR Custom Field is selected from the Select Custom Field drop-down menu. 
  4. Click Add-Field (5).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 (4).png.
  5. Enter/update the TECR Custom List item into the Value field.
  6. Click submit (6).png.

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

TECRSetup7.png

Sort TECR Custom Lists

Sort Manually

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

To sort manually:

  1. On the ‘Customization’ page, navigate to Environments > TECR Custom Lists. 
  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.

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

TECRSetup8.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.

TECRSetup9.png

Delete/Replace TECR Custom List

Deleting a TECR 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 a TECR Custom List will replace it in existing records.

To delete or replace a TECR Custom List:

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

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

TECRSetup10.png

More Information

Location of TECR Custom Lists

To locate the TECR Custom Lists:

  1. Go to Environment > Requests.
  2. Click the TECR tab (if it isn’t open already).
  3. Click to open a TECR.
  4. The TECR Custom Lists are located under the Additional Information tab.

TECRSetup11.png