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).

Environment Custom Lists Tiger

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

To add items to a Environment Custom List:

  1. Go to Settings > Customization.
  2. Click Environment Custom Lists.
  3. Select a Environment Custom Field from the Select Environment Custom Field drop down menu.
  4. Click Add Environment Custom Lists.
  5. Type the new Environment Custom List.
  6. Click to select the Default checkbox if the item is default.
  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.

 

To edit a Environment Custom List:

  1. Go to Settings > Customization.
  2. Click Environment Custom Lists.
  3. Select a Environment Custom Field from the Select Environment Custom Field drop down menu.
  4. Click to select a Environment Custom List item.
  5. Click Edit Environment Custom Lists.
  6. Edit the Environment Custom List.
  7. Click to select or deselect the Default checkbox.
  8. 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.
  2. Click Environment Custom Lists.
  3. Select a Environment Custom Field from the Select Environment 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 (ten gray dots) appears.
    Sort Handle.
  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.
  2. Click Environment Custom Lists.
  3. Select a Environment Custom Field from the Select Environment 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 a Environment Custom List will not delete it from Plutora. But it will no longer be available when creating new Environments.

To delete a Environment Custom List:

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