User Custom Lists Customization

User Custom Lists allows users to add, edit or delete items from the following field types created in User Custom Fields:
  • List fields (drop-down menus).
  • List select (combo boxes).

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

 

Add Items to a User Custom List

To add items to a User Custom List:

  1. Go to Settings > Customization > Users.
  2. Click User Custom Lists.
  3. Select a User Custom Field from the Select Custom Field drop-down menu.
  4. Click Add Field.
  5. Type the new User Custom List item into the Value field.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Edit Items in a User Custom List

To edit a User Custom List:

  1. Go to Settings > Customization > Users.
  2. Click User Custom Lists.
  3. Select a User Custom Field from the Select Custom Field drop-down menu.
  4. Click to select a User Custom List item.
  5. Click Edit Field.
  6. Edit the User Custom List item in the Value field.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Sort User Custom Lists

Sort Manually

Sorting User Custom Lists manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort User Custom Lists manually:

  1. Go to Settings > Customization > Users.
  2. Click User Custom Lists.
  3. Select a User Custom Field from the Select Custom Field drop-down menu.
  4. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  5. Left click and drag the sort handle to resort the User Custom List.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting User Custom Lists by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Users.
  2. Click User Custom Lists.
  3. Select a User Custom Field from the Select Custom Field drop-down menu.
  4. Click a column header.
    The User Custom Lists will revert to their previous order when you click away from the Customization page.

 

 

Delete a User Custom List

Deleting a User Custom List will not delete it from Plutora. But it will no longer be available when creating new Users.

To delete a User Custom List:

  1. Go to Settings > Customization > Users.
  2. Click User Custom Lists.
  3. Select a User Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the User Custom List item.
  5. Click Delete Field.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

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