Environment Custom Lists Customization

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

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

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

Add Items to an Environment Custom List

To add items to an Environment Custom List:

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

To edit an Environment Custom List:

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

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort Environment Custom Lists manually:

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

 

 

*NEW* Delete or Replace an Environment Custom List

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

Replacing an Environment Custom List will replace it in existing Environment records.

To delete or replace an Environment Custom List:

  1. Go to Settings > Customization > Environments.
  2. Click Environment Custom Lists.
  3. Select an Environment Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the Environment 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 Environment 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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