Release Custom Lists Customization

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

  • List fields (drop-down menus).
  • List select (combo boxes).
  • Contact fields.
The Release Custom Lists page will remain grayed out until a Release Custom Field is selected from the Select Custom Field drop-down menu.

Location of Release Custom Lists

To locate the Release Custom Lists:

  1. Go to Release > Manager.
  2. Click to open a Release.
  3. The Release Custom Lists are located in the Additional Information panel under the Release, Project, or Independent tab.

Add Items to a Release Custom List

To add items to a Release Custom List:

  1. Go to Settings > Customization > Releases.
  2. Click Release Custom Lists.
  3. Select a Release Custom Field from the Select Custom Field drop-down menu.
  4. Click Add Field.
  5. Type the new Release 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 Release Custom List

To edit a Release Custom List item:

  1. Go to Settings > Customization > Releases.
  2. Click Release Custom Lists.
  3. Select a Release Custom Field from the Select Custom Field drop-down menu.
  4. Click to select a Release Custom List item.
  5. Click Edit Field.
  6. Edit the Release 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 Release Custom Lists

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort Release Custom Lists manually:

  1. Go to Settings > Customization > Releases.
  2. Click Release Custom Lists.
  3. Select a Release 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 Release 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 Release 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 > Releases.
  2. Click Release Custom List.
  3. Select a Release Custom Field from the Select Custom Field drop-down menu.
  4. Click a column header.
    The Release Custom Lists will revert to their previous order when you click away from the Customization page.

 

*NEW* Delete or Replace a Release Custom List

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

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

To delete or replace a Release Custom List:

  1. Go to Settings > Customization > Releases.
  2. Click Release Custom Lists.
  3. Select a Release Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the Release 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 Release 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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