Event Type Customization

Event Types are selected when adding or editing an event under the Events tab in the Enterprise, Project or Independent Release pop ups.

Events can be anything that occurs on a certain date and time. For example, meetings, accidents, when a decision was made, and so on.  Events can be viewed in the Release Calendar by toggling the Event radio button under Release Details. They can also be viewed in Event Reports.

Toggle Event tab on using the Event Management Customization.

Add an Event Type

To add an Event Type:

  1. Go to Settings > Customization > Releases.
  2. Click Event Type.
  3. Click Add Field.
  4. Type the new Event Type in the Value field.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  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 an Event Type

To edit an Event Type:

  1. Go to Settings > Customization > Releases.
  2. Click Event Type.
  3. Click to select the Event Type.
  4. Click Edit Field.
  5. Edit the Event Type in the Value field.
  6. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  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 Event Types

Sort Manually

Sorting Event Types manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Event Types manually:

  1. Go to Settings > Customization > Releases.
  2. Click Event Type.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Event Type.
  5. 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 Event Types 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 > Releases.
  2. Click Event Type.
  3. Click a column header.
    The Event Types will revert to their previous order when you click away from the Customization page.

 

*NEW* Delete or Replace an Event Type

Deleting an Event Type will not delete it from Release records. But it will no longer be available when adding or editing a Release.

Replacing an Event Type will replace it in existing Release records.

To delete or replace an Event Type:

  1. Go to Settings > Customization > Releases.
  2. Click Event Type.
  3. Click to select the Event Type.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Event Type 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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