Change Custom Lists Customization

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

  • List fields (drop-down menus).
  • List select (combo boxes).

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

Add Items to a Change Custom List

To add items to a Change Custom List:

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

To edit a Change Custom List:

  1. Go to Settings > Customization > Change.
  2. Click Change Custom Lists.
  3. Select a Change Custom Field from the Select Custom Field drop-down menu.
  4. Click to select a Change Custom List item.
  5. Click Edit Field.
  6. Edit the Change 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 Change Custom Lists

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort Change Custom Lists manually:

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

 

 

*NEW* Delete or Replace a Change Custom List

Deleting a Change Custom List will not delete it from Change records. But it will no longer be available when adding or editing a Change.

Replacing a Change Custom List will replace it in existing Change records.

To delete or replace a Change Custom List:

  1. Go to Settings > Customization > Change.
  2. Click Change Custom Lists.
  3. Select a Change Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the Change Custom List item.
  5. Click Delete Field.
  6. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Change Custom List from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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