Introduction to Customization

Introduction

Customize the menus and features in Release & Verify using the Customization feature.

Pre-requisite

To be able to access ‘Customization’ feature, you must have ‘Access Customizations’ User Permission.

Navigation

Settings  > Customization

‘Customization’ Options

Using ‘Customization’ feature you can:

• customize the menu names and enable/disable the menus and features in Release & Verify
• add, customize and sort the custom fields and tabs in various features in Release & Verify
• display the custom fields as a tooltip or label (where applicable) and decide the data type for the same (free text, list, etc.)
• create workflow diagram
• add and customize the status type for the Release & Verify entities and designate a color. You can also set the default values for the statuses
• add and customize the Change, TECR, TEBR, and PIR type and assign a color for easy identification
• add and customize the priority type for Change and PIR
• add and customize the risk type for Release and Change
• add roles for the Stakeholder.
• create email templates 
• customize login settings, announcement feeds and login page message
• customize users’ Welcome page message
• control the visibility of dashboard based on user roles
• integrate third-party products with Release & Verify using the ‘Integration’ feature
• add and customize forms
• add custom scripts to various entities in Release & Verify.

The following customization options are available on this page:

• Builds Customization
• Changes Customization
• Stakeholders Customization
• Environments Customization
• Deployment Plans Customization
• Insights Customization
• Releases Customization
• Email Notification Customization
• Site Settings Customization
• Dashboard Customization
• PIR Customization
• Initiative Management
• Custom Scripts Customization
• Users Customization