Environment/Group – Used For Phase Customization

Introduction

Environment / Group – Used for Phase values selected when adding or editing an Environment. (Used for Phase feature is not related to Release Phases.)

Pre-requisite

To be able to customize the Used For Phase, you must have ‘Access Customizations’ User Permission. 

Navigation

Settings SettingsNew (7).png > Customization > Environments > Environment / Group – Used For Phase

Add/Edit an Environment/Group – Used For Phase

To add an Environment / Group – Used For Phase:

  1. Navigate to ‘Customization’ page and double click Environments.
  2. Click Environment / Group – Used For Phase.
  3. To add a new field, click Add-Field (4).png. The system adds a line on the grid for the new field. To edit an existing field, search and click on the field from the grid and then click Edit-Field (3).png.
  4. Enter the new Used For Phase in the Value field.
  5. Select the Default checkbox to make the item appear by default in the drop-down menu.
  6. Click submit (4).png.

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

EnvcustomUsedbyPhase1.png

Sort Environment/Group – Used For Phase

Sort Manually

Sorting ‘Environment/Group – Used For Phase’ manually changes their order in the drop-down menus

To sort manually:

  1. On the ‘Customization’ page, navigate to Environments > Environment / Group – Used For Phase. 
  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 (4).png.

EnvcustomUsedbyPhase2.png

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

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.

EnvcustomUsedbyPhase3.png

Delete/Replace Environment/Group – Used For Phase

Deleting an Environment/Group – Used For Phase 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 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:

  1. Navigate to the ‘Customization’ page and double-click Environments.
  2. Click Environment / Group – Used For Phase.
  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.

EnvcustomUsedbyPhase4.png

More Information

Location of Environment / Group – Used For Phase

To locate the Used for Phase field:

  1. Go to Environment > Manager.
  2. Click to open an Environment.
  3. The Used for Phase field is located in the ‘Environment Definition’ section under the ‘Details’ tab.

EnvcustomUsedbyPhase5.png