Activity/Criteria Custom Lists Customization

heme=2]Release Activity Custom Lists allows users to add, edit or delete items from the following field types created in Release Activity Custom Fields:

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

Activity Criteria custom lists

To add items to a Release Activity Custom List:

  1. Go to Settings > Customization.
  2. Click Release Activity Custom Lists.
  3. Select a Release Activity Custom Field from the Release Activity Custom Field drop down menu.
  4. Click Add Release Activity Custom Lists.
  5. Type the new Release Activity 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.

To edit a Release Activity Custom List item:

  1. Go to Settings > Customization.
  2. Click Release Activity Custom Lists.
  3. Select a Release Activity Custom Field from the Release Activity Custom Field drop down menu.
  4. Click to select a Release Activity Custom List item.
  5. Click Edit Release Activity Custom Lists.
  6. Edit the Release Activity Custom List.
  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 Release Activity Custom Lists manually changes their order in drop down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Release Activity Custom Lists manually:

  1. Go to Settings > Customization.
  2. Click Release Activity Custom Lists.
  3. Select a Release Activity Custom Field from the Select Release Activity Custom Field drop down menu.
  4. Hover your mouse cursor over the left of the Release Activity Custom List under the column with a white hand in the header.
    The sort handle (ten gray dots) appears.
    Sort Handle.
  5. Left click and drag the sort handle to resort the Release Activity 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 Release Activity 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.
  2. Click Release Activity Custom List.
  3. Select a Release Activity Custom Field from the Release Activity Custom Field drop down menu.
  4. Click a column header.
    The Release Activity Custom Lists will revert to their previous order when you click away from the Customization page.

Deleting a Release Activity Custom List will not delete it from Plutora. But it will no longer be available when creating new Release Activities.

To delete a Release Activity Custom List item:

  1. Go to Settings > Customization.
  2. Click Release Activity Custom Lists.
  3. Select a Release Activity Custom Field from the Select Release Activity Custom Field drop down menu.
  4. Click to select the Release Activity Custom List item.
  5. Click Delete Release Activity Custom Lists.
  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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