Activity/Criteria Custom Fields Customization

Activity/Criteria Custom Fields appear in Activity/Criteria under the Activities tab on Enterprise, Project, and Independent Releases.

Add or Edit an Activity/Criteria Custom Lists Customization Custom Field

To add or edit an Activity/Criteria Custom Field:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Fields.
  3. Add or edit:
    1. Add:
      1. Click Add Field.
    2. Edit:
      1. Click to select the Activity/Criteria Custom Field.
      2. Click Edit Field.
  4. Type the Activity/Criteria Custom Field under the Value column.
    Custom Fields with double quotes ” or square brackets [] in the Value cannot be added to Plutora Analytics workbooks
  5. Double click the Description field and type the Description.
  6. Click to select one of the following Description Display radio buttons:
    If Description is blank, nothing will display, even if a radio button is selected. 

    1. As Tooltip: The description will appear as a tooltip when users hover their mouse cursor over the i button beside the custom field label.
    2. Under Label: The description will appear as text under the custom field label. The description will also appear as a tooltip when users hover their mouse cursor over the description.
  7. Double click the Data Type column and select the Data Type of the field from the drop-down menu:

  8. Double click under Tab Parent and select which tab the field should appear under from the drop-down menu.
  9. Manage Field Permissions: Field Permissions set the view, edit, and hide permissions for each field:
    1. Click the checkbox beside Access Permissions to activate permissions.
    2. Click Access Permissions.
    3. Select from the Select the permission type you would like to change drop-down menu:
      • View Custom Field permission:
        • Users with this permission can view and edit the field.
        • The field is completely hidden to users without this permission.
        • View Custom Field overrides the other two permissions. If a user has View Custom Field permission, no other users will be able to see the field, even if those other users have View Value or Edit Value permissions.
        • If User 1 has View Value permission on a field, User 2 has Edit Value permission, and User 3 has View Custom Field permission:
          • The field will be hidden for User 1 and User 2, and show a padlock and be non-editable for User 3.
            Field is locked
            Remove the permissions of User 1 and User 2 to make the field editable for User 3.
      • View Value permission:
        • If User 1 has the View Value permission and no other user has been given permissions:
          • User 1 will be able to view and edit the field.
          • The field will show a padlock and be non-editable to users without any permissions.
            Field is locked
          • If User 2 has View Custom Field permission, only User 2 will be able to see the field.
        • If User 1 has the View Value permission and User 2 is given Edit Value permission:
          • User 2 will be able to view and edit the field and User 1 will only be able to view the field (the field will be grayed out).
          • The field will show a padlock and be non-editable to users without any permissions.
            Field is locked
          • If User 3 has View Custom Field permission, only User 3 will be able to see the field.
      • Edit Value permission:
        • If User 1 has this permission, they can view and edit the field.
        • Users without any permissions can view the field but not edit it. (The field will be grayed out.)
        • If User 2 is given the View Custom Field permission, only User 2 will be able to see the field.
    4. Select from the By: drop-down menu:
      • Individual: Click to select the checkboxes of one or more users.
      • Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
      • Role: Click to select the checkboxes of one or more roles.
      • User Group: Click to select the checkboxes of one or more User Groups.
    5. Click Save & Close.
  10. Click to select the Mandatory checkbox if the field is mandatory for users to fill in.
  11. 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.

 

Add, Edit, or Delete Tabs

To manage custom field tabs on the Additional Information panel on the Enterprise, Project, or Independent Release pop up:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Fields.
  3. Click Add/Edit Tabs.
  4. Perform one of the following actions:
    1. Add:
      1. Type the tab name.
    2. Edit:
      1. Double click, then edit the tab name.
    3. Delete:
      1. Click to select the tab.
      2. Click Remove.
  5. Close the pop up by clicking the  X at the top-right corner.

 

Bulk Update Permissions

To update the permissions of two or more Activity/Criteria Custom Fields at once:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Fields.
  3. Click to select two or more of the checkboxes in the left-hand column.
    The Bulk Update Permissions button will be grayed out until two or more checkboxes are selected.
  4. Click Bulk Update Permissions.
  5. Select from the Select the permission type you would like to change drop-down menu:
    • View Value: Field is always visible but users without the permission see a padlock.
      Field is locked
    • Edit Value:  Field is always visible and users with the permission can edit the field.
    • View Custom Field: Field is completely hidden to users without the permission.
      If a user lacks permission to see any of the fields in a tab, they will now be unable to see that tab.
  6. Select from the By: drop-down menu:
    • Individual: Click to select the checkboxes of one or more users.
    • Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
    • Role: Click to select the checkboxes of one or more roles.
    • User Group: Click to select the checkboxes of one or more User Groups.
  7. Click Save & Close.

 

Sort Activity/Criteria Custom Fields

Sort Manually

Sorting Activity/Criteria Custom Fields manually changes their order in the Activity/Criteria tab.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Activity/Criteria Custom Fields manually:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Fields.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Activity/Criteria Custom Field.
  5. 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 Activity/Criteria Custom Fields 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 > Releases.
  2. Click Activity/Criteria Custom Fields
  3. Click a column header.
    The Activity/Criteria Custom Fields will revert to their previous order when you click away from the Customization page.

 

Delete a Activity/Criteria Custom Field

Deleting an Activity/Criteria Custom Field will not delete it from Plutora. But it will no longer be available when creating new Releases.

To delete an Activity/Criteria Custom Field:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Fields.
  3. Click to select the Activity/Criteria Custom Field.
  4. Click Delete Field.
  5. 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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