TECR Custom Fields Customization

Introduction

TECR Custom Fields appear under the Additional Information tab when adding or editing a Release. You can search for the TECR Custom Fields using Release Calendar’s Query Builder. 
This article provides an overview of steps for add, edit and delete TECR Custom Fields.

Pre-requisite

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

Navigation

Settings SettingsNew (8).png > Customization > Environments > TECR Custom Fields

Add/Edit TECR Custom Fields

  1. Navigate to the ‘Customization’ page and click Environments.
  2. Click TECR Custom Fields.
  3. To add a new field, click Add-Field (5).png. 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 Edit-Field (4).png.
  4. 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 from the drop-down menu.
Group Fields Select which group the field should appear 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 to fill in.
  1. Click submit (6).png.

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

TECRSetup2.png

Add, Edit or Delete Tabs

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

On the ‘Customization’ page, navigate to Environments > TECR Custom Fields.  Click AddEdittab (2).png. ‘Add/Edit Custom Field Tabs’ display.

TECRSetup3-1.png

Close the pop-up by clicking the X at the top-right corner. You can view the changes by clicking the Tab Parent column. 

Add, Edit, or Delete Groupings

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

On the ‘Customization’ page, navigate to Environments > System Custom Fields.  Click AddEditgrouping (2).png. ‘Add/Edit Custom Field Grouping’ display.

Envcustomfield3 (2).png

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 TECR Custom Fields at once:

  1. On the ‘Customization’ page, navigate to Environments > TECR Custom Fields.
  2. Select two or more custom fields (check the checkboxes)
  3. Click Bulk-Update-Permissions (3).png. The button will be grayed out until you select two or more checkboxes.
  4. 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.
  5. Select an option from the By drop-down menu. For detail on these options, see Manage Field Permissions.
  6. Click Save-and-Close (15).png.

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

Sort TECR Custom Fields

Sort Manually

Sorting ‘TECR Custom Fields’ manually changes their order in the drop down menus

To sort manually:

  1. On the ‘Customization’ page, navigate to Environments > TECR Custom Fields.
  2. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (3).png appears.
  3. Drag and drop the Value as you require.
  4. Click submit (6).png.

TECRSetup5.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.

TECRSetup6.png

Delete a TECR Custom Field

Deleting a TECR Custom Field will not delete it from Release & Verify. But it will no longer be available when creating new requests.

To delete a TECR Custom Field:

  1. Navigate to Environments > TECR Custom Fields.
  2. Select the TECR Custom Field.
  3. Click Delete-Field (4).png.
  4. Click submit (6).png.

The item is now deleted and will no longer be available.

More Information

Location of TECR Custom Fields

To locate the TECR Custom Fields:

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

The TECR Custom Fields are located under the Additional Information tab.

Reskin540.png

Custom Field Data Types

Manage Field Permissions

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

  1. Click the checkbox next to Access-Permissions (2).png to activate permissions.
  2. Click Access-Permissions (2).png. ‘Fields Permissions for field:…’ dialog display.
  3. From Select the permission type you would like to change drop-down menu select an option:

TECRSetup4 (1).png

  1. 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.