Environment Custom Fields Customization

Introduction

Custom Fields appear under the Additional Information tab when adding or editing an Environment on the Environment Manager page. This article provides an overview of steps to add/update the custom fields.

Pre-requisite

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

Navigation

Settings SettingsNew (7).png > Customization > Environment > Custom Fields

Add or Edit an Environment Custom Field

To add or edit an Environment Custom Field:

Navigate to ‘Customization’ page and click Environments.
Click Custom Fields.
To add a new field, click . 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 .
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 Release & Verify 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 under from the drop-down menu.
Group Fields	Select which group the field should appear inside 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 for users to fill in.

Click .

Add, Edit or Delete Tabs

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

On the ‘Customization’ page, navigate to Environment > Custom Fields. Click AddEdittab (1).png . ‘Add/Edit Custom Field Tabs’ display.

To add a tab: Click 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 .

Add, Edit, or Delete Groupings

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

On the ‘Customization’ page, navigate to Environment > Custom Fields. Click AddEditgrouping (1).png . ‘Add/Edit Custom Field Grouping’ display.

To add a grouping: Click 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 .

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 Environment Custom Fields at once:

On the ‘Customization’ page, navigate to Environment > Custom Fields.
Select two or more custom fields (check the checkboxes)
Click . The button will be grayed out until you select two or more checkboxes.
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.
Select an option from the By drop-down menu. For detail on these options, see Manage Field Permissions
Click .

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

Sort Environment Custom Fields

Sort Manually

Sorting Environment Custom Fields manually changes their order on the ‘Additional Information’ section.

NOTE

Refresh your browser to sort manually after sorting alphabetically.

On the ‘Customization’ page, navigate to Environment > Custom Fields.
Hover your mouse cursor over the sort column of the field that you want to sort. appears.
Drag and drop the the field as you require.
Click .

Sort by Column Header

Sorting Environment Custom Fields 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.

Sort Fields Inside Tabs

To sort the fields inside tabs:

On the ‘Customization’ page, navigate to Custom Fields page.
Click . ‘Field Ordering’ dialog displays.
Click the tab that you want to sort.
Hover your mouse cursor over the sort column. appears.
Drag and drop the field as you require.
Click .

Delete an Environment Custom Field

Deleting an Environment Custom Field will not delete it from Release & Verify. But it will no longer be available when creating new Environments.

To delete:

On the ‘Customization’ page, navigate to Environment > Custom Fields.
Select the Custom Field that you want to delete.
Click .
Click .

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

More Information

Location of Environment Custom Fields

To locate the Environment Custom Fields:

Navigate to Environment > Manager.
Click to open an Environment.
The ‘Environment’ Custom Fields are located under the Additional Information tab.

Custom Field Data Types

Date Picker: A calendar. (Date format is controlled by the Localization Customization.)
List Field: A drop-down menu, which contains items that are created in Environment Custom Lists Customization.
Free Text: A single line free text field.
Time Picker: A time slider.
Number: A number with or without decimal places. (Number format is controlled by the Localization Customization.)
Decimal: A number with a customizable number of decimal places. (Decimal format is controlled by the Localization Customization.)
Currency: A currency field with a $, £, € and a custom number of decimal points. (Currency format is controlled by the Localization Customization.)
Date Time Picker: A calendar with a time slider. (Date format is controlled by the Localization Customization.)
List Select: A combo box, which contains items that are created in Environment Custom Lists Customization.

Manage ‘Field Permissions’

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

Click the checkbox next to to activate permissions.
Click . ‘Fields Permissions for field:…’ dialog display.
From Select the permission type you would like to change drop-down menu select an option:

Permission Type	Description
View Custom Field	Users with this permission can view and edit the field. The field is hidden from users without this permission. ‘View Custom Field’ overrides the other two permissions. If a user has ‘View Custom Field’ permission, no other users will be able to see the field, even if those other users have ‘View Value’ or ‘Edit Value’ permissions. If User 1 has ‘View Value’ permission on a field, User 2 has ‘Edit Value’ permission, and User 3 has ‘View Custom Field’ permission: The field will be hidden for User 1 and User 2, and will be locked for User 3. Remove the permissions of User 1 and User 2 to make the field editable for User 3.
View Value	If User 1 has the ‘View Value’ permission and no other user has been given permissions, then User 1 will be able to view and edit the field. The field will be locked (show ) and will be non-editable to users without any permissions. If User 2 has ‘View Custom Field’ permission, only User 2 will be able to see the field. If User 1 has the ‘View Value permission’ and User 2 is given ‘Edit Value’ permission, User 2 will be able to view and edit the field and User 1 will only be able to view the field (the field will be grayed out). The field will be locked and non-editable to users without any permissions. If User 3 has ‘View Custom Field’ permission, only User 3 will be able to see the field.
Edit Value	If the User has this permission, they can view and edit the field. If a user has ‘View Custom Field’ permission, no other users will be able to see the field,

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.
Click .

‘Submit’ Button

After making the required changes, ensure you click submit (5).png . If you click away from the ‘Customization’ page without clicking , your changes will not save.