Status (Environments) Customization

Users select statuses when adding or editing an Environment.

Location of the Status Field

To locate the Status field:

  1. Go to Environment > Manager.
  2. Click to open an Environment.
  3. The Status field is located in the Environment Definition panel under the Details tab.

 

Add a Status

To add a Status:

  1. Go to Settings > Customization > Environments.
  2. Click Status.
  3. Click Add Field.
  4. Type the new Status into the Value field.
  5. Click to select the Not Bookable checkbox to make the Environments with that status unbookable against Releases and TEBRs.
  6. Double click Line Color (Click to Edit) and select a color from the drop-down menu or enter a Hex value.
  7. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  8. 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 Status

To edit a Status:

  1. Go to Settings > Customization > Environments.
  2. Click Status.
  3. Click to select the Status.
  4. Click Edit Field.
  5. Edit the Status in the Value field.
  6. Click to select or deselect the Not Bookable checkbox to make the Environments with that status unbookable against Releases and TEBRs.
  7. Double click Line Color (Click to Edit) and select a color from the drop-down menu or enter a Hex value.
  8. Click to select or deselect the Default checkbox to make the item appear by default in the drop-down menu.
  9. 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 Statuses

Sort Manually

Sorting Statuses manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically.

To sort Statuses manually:

  1. Go to Settings > Customization > Environments.
  2. Click Status.
  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 Status.
  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 Statuses 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 > Environments.
  2. Click Status.
  3. Click a column header.
    The Statuses will revert to their previous order when you click away from the Customization page.

 

 

*NEW* Delete or Replace a Status

Deleting a Status will not delete it from Environment records. But it will no longer be available when adding or editing an Environment.

Replacing a Status will replace it in existing Environment records.

To delete or replace a Status:

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