Environment Custom Lists Customization

Introduction

Environment Custom Lists allows to add, edit or delete items from the following field types created in Environment Custom Fields:

Pre-requisite

Navigation

Settings SettingsNew (7).png > Customization > Environments > Environment Custom Lists

Add/Edit Environment Custom List

To add items to an Environment Custom List:

  1. Navigate to ‘Customization’ page and click Environments.
  2. Click Environment Custom Lists.
  3. Select a Custom Field from the Select Custom Field drop-down.
  4. Click Add-Field (4).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 (3).png.
  5. Enter/update the Environment Custom List item into the Value field.
  6. Click submit (4).png.

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

           

NOTE

The page will remain grayed out until a Custom Field is selected from the Select Custom Field drop-down menu.

           

Envcustomlist1.png

Sort Changes Custom Lists

Sort Manually

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

To sort manually:

  1. On the ‘Customization’ page, navigate to Environments > Environment Custom Lists. 
  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 the Vaue as you require.
  4. Click submit (4).png.

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

           

NOTE

Refresh your browser to sort manually after sorting alphabetically.

           

Sort by Column Header

Sorting Environment Custom Lists 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 an Environment Custom List

Deleting an Environment Custom List 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 list item that will replace the item to be deleted or simply delete the item from the list. Replacing an Environment Custom List will replace it in existing records.

To delete an Environment Custom List:

  1. Navigate to the ‘Customization’ page and double click Environments.
  2. Click Environment Custom Lists.
  3. Select a Custom Field from the Select Custom Field drop-down.
  4. Select the Custom List item that you want to delete.
  5. Click Delete-Field (3).png.
  6. 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 Environment Custom List page.

Envcustomlist2.png

More Information

Location of Environment Custom Lists

To locate the Environment Custom Lists:

  1. Go to Environment > Manager.
  2. Click to open an Environment.
  3. The Environment Custom Lists are located under the Additional Information tab.
    Envcustomlist3.png

Custom Lists Greyed Out

The Custom Lists page will remain grayed out until a Custom Field is selected from the Select Custom Field drop-down menu.