Stakeholder Role Customization

Stakeholder Roles are added where Stakeholders are added, for example, to Releases, Environments, and Deployment Plans.

Add a Stakeholder Role

To add a Stakeholder Role:

  1. Go to Settings > Customization > Stakeholders.
  2. Click Stakeholder Role.
  3. Click Add Field.
  4. Type the new Stakeholder Role 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 a Stakeholder Role

To edit a Stakeholder Role:

  1. Go to Settings > Customization > Stakeholders.
  2. Click Stakeholder Role.
  3. Click to select the Stakeholder Role.
  4. Click Edit Field.
  5. Edit the Stakeholder Role 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 Stakeholder Roles

Sort Manually

Sorting Stakeholder Roles manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Stakeholder Roles manually:

  1. Go to Settings > Customization > Stakeholders.
  2. Click Stakeholder Role.
  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 Stakeholder Role.
  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 Stakeholder Roles 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 > Stakeholders.
  2. Click Stakeholder Role.
  3. Click a column header.
    The Stakeholder Roles will revert to their previous order when you click away from the Customization page.

 

 

*NEW* Delete or Replace a Stakeholder Role

Deleting a Stakeholder Role will not delete it from records. But it will no longer be available when adding or editing a record.

Replacing a Stakeholder Role will replace it in existing records.

To delete or replace a Stakeholder Role:

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