PIR Custom Lists Customization

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

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

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

Add Items to a PIR Custom List

To add items to a PIR Custom List:

  1. Go to Settings > Customization > Post Implementation Review (PIR).
  2. Click PIR Custom Lists.
  3. Select a PIR Custom Field from the Select Custom Field drop-down menu.
  4. Click Add Field.
  5. Type the new PIR 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 a PIR Custom List

To edit a PIR Custom List item:

  1. Go to Settings > Customization > Post Implementation Review (PIR).
  2. Click PIR Custom Lists.
  3. Select a PIR Custom Field from the Select Custom Field drop-down menu.
  4. Click to select a PIR Custom List item.
  5. Click Edit Field.
  6. Edit the PIR 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 PIR Custom Lists

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort PIR Custom Lists manually:

  1. Go to Settings > Customization > Post Implementation Review (PIR).
  2. Click PIR Custom Lists.
  3. Select a PIR 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 PIR 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 PIR 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 > Post Implementation Review (PIR).
  2. Click PIR Custom Lists.
  3. Select a PIR Custom Field from the Select Custom Field drop-down menu.
  4. Click a column header.
    The PIR Custom Lists will revert to their previous order when you click away from the Customization page.

 

Delete or Replace a PIR Custom List

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

Replacing a PIR Custom List will replace it in existing PIR records.

To delete or replace a PIR Custom List:

  1. Go to Settings > Customization > Post Implementation Review (PIR).
  2. Click PIR Custom Lists.
  3. Select a PIR Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the PIR 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 PIR 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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Updated on March 18, 2020

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