Systems – Enterprise Setup Customization

Systems – Enterprise Setup customizes the column titles in the Release Manager Systems tab and the list items of the Enterprise Type drop-down menu.

Location of Systems – Enterprise Setup

To locate Systems – Enterprise Setup:

  1. Go to Release > Manager.
  2. Click to open an Enterprise Release. (Project and Independent Releases do not have this feature.)
  3. Click the Systems tab. The Code Implementation Dependency panel contains:
    • Enterprise Type Column Label: The items under the Systems – Enterprise Setup Value column appear in drop-down menus in this column.
    • Deployment Type Column Label.
    • Enterprise Dates Column Label.
  4. If they are not displayed, hover your mouse cursor over the right-hand side of a header until the header menu button appears.
    Header Menu Button
  5. Click the header menu button and select Columns.
  6. Select all the column checkboxes.
  7. To see the rest of the Systems – Enterprise Setup customizations:
    1. Click one of the blue-linked dates.
    2. The Deployment Dates pop up contains the following:

      • Deployment Type Column Label.
      • Deploying To.
      • Enterprise Type Column Label: The items under the Systems – Enterprise Setup Value column appear here.
      • Deployment Start Date.
      • Deployment End Date.
      • Deployment Status.
      • Deployment Dates Window Title.

 

Enable Dependency

Enabling the Enable Dependency checkbox means that when a user updates a Deployment Date’s Enterprise Type value, the selected value will be applied to other Deployment Dates with the same Deployment Type.

Click the image below to open an animation of the enable dependency process in another browser tab.

To enable dependency:

  1. Go to Settings > Customization > Releases.
  2. Click Systems – Enterprise Setup.
  3. Click to select the Enable dependency between values of ‘Enterprise Type’ for ‘Deployment Type’ column.
  4. 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.
  5. To view this feature in action when the checkbox is selected:
    1. Go to Releases > Release Manager.
    2. Click a blue-linked Release ID or Release Name to open an Enterprise Release. (This feature does not work with Project or Independent Releases.)
    3. Click the Systems tab.
    4. Click a blue-linked date in the Enterprise Dates Column in the Code Implementation Dependency panel.
    5. Double click an Enterprise Type column field and select a new value.
    6. Click Update.
    7. All Deployment rows on the pop up with the same Deployment Type will update to have the same Enterprise Type.

 

 

Customize Systems Tab Column Titles

To customize the Enterprise Release Systems Tab and Deployment Dates Window:

  1. Go to Settings > Customization > Releases.
  2. Click Systems – Enterprise Setup.
  3. Click the field next to column labels and type your custom label.
  4. 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.
  5. Log out of Plutora and back in to see your changes.

 

 

Add a Systems – Enterprise Setup Drop Down Menu Item

To add Systems – Enterprise Setup items, which will appear in a drop-down menu under the Enterprise Type column:

  1. Go to Settings > Customization > Releases.
  2. Click Systems – Enterprise Setup.
  3. Click Add Field.
  4. Type the new Value.
  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 Systems – Enterprise Setup Drop Down Menu Item

To edit a Systems – Enterprise Setup item:

  1. Go to Settings > Customization > Releases.
  2. Click Systems – Enterprise Setup.
  3. Click to select the Systems – Enterprise Setup.
  4. Click Edit Field.
  5. Edit 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 Systems – Enterprise Setups

Sort Manually

Sorting Systems – Enterprise Setups manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Systems – Enterprise Setups manually:

  1. Go to Settings > Customization > Releases.
  2. Click Systems – Enterprise Setup.
  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 Systems – Enterprise Setup.
  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 Systems – Enterprise Setups 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 Systems – Enterprise Setup.
  3. Click a column header.
    The Systems – Enterprise Setups will revert to their previous order when you click away from the Customization page.

 

*NEW* Delete or Replace a Systems – Enterprise Setup

Deleting a Systems – Enterprise Setup will not delete it from Release records. But it will no longer be available when adding or editing a Release.

Replacing a Systems – Enterprise Setup will replace it in existing Release records.

To delete or replace a Systems – Enterprise Setup:

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