Introduction To Environment Requests

The Environment Requests page allows users to view, search and filter their environment requests.

Open a Request by clicking the blue links on the left. You can then view, edit or delete the Request.

Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users.

View Environment Requests Requestor column Tiger

Now, administrators can use Title Names Customization to customize the name of the Environment module where it appears throughout Plutora.

The Environment Requests page contains the following tabs. Click each tab to view the relevant requests:
Environment Requests tabs

Hover your mouse cursor over a User Group in the Assigned To column under the TECR and TEBR tabs to show the group members.
User Groups pop up v44500

For the Env. Name and Env. Group columns under the TEBR and TECR tabs, and the Env. Name column under the My Environment Booking tab, administrators can prevent users from viewing and booking Environments and Environment Groups outside their Portfolio Association by selecting the My Portfolio Association checkbox for the Restrict Site-Wide View of Environments user permission

Live Search searches Number and Title.

To use Live Search:

  1. Go to Environments > Environment Requests.
  2. Click a Page Tab.
  3. Type your search query into the Live Search field. Your search results will appear as you type.
    Press Enter to immediately perform the search.

The grid column selector is the set of search fields and menus at the top of the data columns, under the column headers.

Only the TECR and the TEBR tabs have a grid column selector.

TEBR Environment Requests grid column selector

To filter TECRs or TEBRs on the Environment Requests page:

  1. Go to Environments > Environment Requests.
  2. Click the TECR or TEBR tab.
  3. If the grid column filter is a:
    1. Search field: Type a search term.
    2. Drop down menu: Click to select a list item.
    3. Combo box: Click to select one or more checkboxes.
    4. Date field: Select a date and click Done.
      Now, the grid column filters for the Type, Assigned To, Status or Environment Group columns are combo boxes. Users can click multiple checkboxes and select multiple items at once.
  4. Press the Enter key to run the filter.

To clear a filter, click the gray cross Gray cross or select Action > Clear Grid Column Filtering to clear all the filters.

Users can also filter using their TECR and TEBR custom fields. To add custom field columns to the Environment Requests page:

  1. Go to Environments > Environment Requests.
  2. Select Grid Column Selector from the Action drop down menu.
  3. Drag and drop custom fields into Selected Columns.
    Fields in Grid Column Selector containing a padlock Padlock Locked Custom Field have been locked by administrators using the TECR or TEBR Custom Fields. Fields can also be made uneditable or hidden entirely by administrators using these customizations.
  4. Click Save & Close.
    The selected custom fields will appear as new columns to the right of the Status Column.

Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete Environment Public Query Builder user permission to create, edit or delete public queries.)

Click the right side Query Builder buttonGrid column filter button to open the quick access menu, which lists private and public queries.
QB drop down

To use Query Builder, click the funnel-shaped button Funnel-shapped Filter button on the Environment Requests page. See Manage Query Builder for more information.

 

Back to the top arrow

Was this article helpful?

0 found this helpful.