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.

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.

 

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 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 left of the Environment Custom List under the column with a white hand in the header.
    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.

 

Deleting an Environment Custom List will not delete it from Plutora. But it will no longer be available when creating new Environments.

To delete 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. 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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