Activity/Criteria Custom Lists Customization

Activity/Criteria Custom Lists allows users to add, edit or delete items from the following field types created in Activity/Criteria Custom Fields:

  • List fields (drop-down menus).
  • List select (combo boxes).
The Activity/Criteria Custom Lists page will remain grayed out until an Activity/Criteria Field is selected from the Select Custom Field drop-down menu.

To add items to an Activity/Criteria Custom List:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Lists.
  3. Select an Activity/Criteria Custom Field from the Select Custom Field drop-down menu.
  4. Click Add Field.
  5. Type the new Activity/Criteria 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.

To edit an Activity/Criteria Custom List item:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Lists.
  3. Select an Activity/Criteria Custom Field from the Select Custom Field drop-down menu.
  4. Click to select an Activity/Criteria Custom List item.
  5. Click Edit Field.
  6. Edit the Activity/Criteria 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 Manually

Sorting Activity/Criteria Custom Lists manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Activity/Criteria Custom Lists manually:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Lists.
  3. Select an Activity/Criteria 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 Activity/Criteria 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 Activity/Criteria 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 > Releases.
  2. Click Activity/Criteria Custom List.
  3. Select an Activity/Criteria Custom Field item from the Select Custom Field drop-down menu.
  4. Click a column header.
    The Activity/Criteria Custom Lists will revert to their previous order when you click away from the Customization page.

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

To delete an Activity/Criteria Custom List item:

  1. Go to Settings > Customization > Releases.
  2. Click Activity/Criteria Custom Lists.
  3. Select an Activity/Criteria Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the Activity/Criteria 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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