System Custom Lists Customization

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

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

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

To add items to a System Custom List:

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

 

To edit a System Custom List:

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

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort System Custom Lists manually:

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

 

Deleting a System Custom List will not delete it from Plutora. But it will no longer be available when creating new Systems.

To delete a System Custom List:

  1. Go to Settings > Customization > Environments.
  2. Click System Custom Lists.
  3. Select a System Custom Field from the Select Custom Field drop down menu.
  4. Click to select the System Custom List item.
  5. Click Delete 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.

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