TEBR Type Customization

Introduction

TEBR Types are selected when adding or editing an Environment.

Pre-requisite

To be able to customize the TEBR Type, you must have ‘Access Customizations’ User Permission. 

Navigation

Settings SettingsNew (9).png > Customization > Environments > TEBR Type

To add a TEBR Type:

  1. Navigate to the ‘Customization’ page and click Environments.
  2. Click TEBR Type.
  3. To add a new type, click Add-Field (6).png. The system adds a line on the grid for the new field. To edit an existing Type, search and click on the Type from the grid and then click Edit-Field (5).png. 
  4. Enter/update the TEBR Type in the Value field.
  5. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
  6. Select the Default checkbox to make the item appear by default in the drop-down menu.
  7. Click submit (7).png.

TEBR16.png

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

Sort TEBR Types

Sort Manually

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

To sort manually:

  1. On the ‘Customization’ page, navigate to Environments > TEBR Type. 
  2. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (4).png appears.
  3. Drag and drop the Value as you require.
  4. Click submit (7).png.

TEBR17.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.

TEBR18.png

Delete/Replace a TEBR Type

Deleting a TEBR Type will not delete it from TEBR records. But it will no longer be available when adding or editing a TEBR.

While deleting, you can either select item that will replace the item to be deleted or simply delete the item from the list. Replacing a TEBR Type will replace it in existing records.

To delete or replace a TEBR Type:

  1. Navigate to the ‘Customization’ page and double click Environments.
  2. Click TEBR Type.
  3. Select the type that you want to delete or replace. 
  4. Click Delete-Field (5).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 (3).png.
    • To simply delete the item, click Delete-1 (3).png.

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

More Information

Location of TEBR Type

To locate the TEBR Type field:

  1. Go to Environment > Requests.
  2. Click the TEBR tab (if it isn’t open already).
  3. Click to open a TEBR.

The TEBR Type field is located in the ‘Information’ section in the ‘Details’ tab.

TEBR19-1.png