TEBR Custom Fields Customization

TEBR Custom Fields appear under the Details tab of the TEBR pop up (with or without a Release) when adding or editing an environment booking request.

To make the TEBR pop up easier to use, the TEBR Custom Fields now appear under the Details tab of the TEBR pop up (with or without a Release). The Additional Information tab has been removed.

To add or edit a TEBR Custom Field:

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Custom Fields.
  3. Add or edit:
    1. Add:
      1. Click Add Field.
    2. Edit:
      1. Click to select the TEBR Custom Field.
      2. Click Edit Field.
  4. Type the TEBR Custom Field under the Value column.
  5. Double click the Description column and type the Description.
  6. Click to select one of the following Description Display radio buttons:
    If Description is blank, nothing will display, even if a radio button is selected. 

    1. As Tooltip: The description will appear as a tooltip when users hover their mouse cursor over the i button beside the custom field label.
    2. Under Label: The description will appear as text under the custom field label. The description will also appear as a tooltip when users hover their mouse cursor over the description.
  7. Double click the Data Type column and select the Data Type of the field from the drop down menu:

  8. Double click under Tab Parent and select which tab the field should appear under from the drop down menu.
  9. Double click under Group Fields and select which group the field should appear inside from the drop down menu.
  10. Manage Field Permissions: Field Permissions set the view, edit, and hide permissions for each field.
    1. Click the checkbox beside Access Permissions to activate permissions.
    2. Click Access Permissions.
    3. Select from the Select the permission type you would like to change drop down menu:
      • View Value: Field is always visible but users without the permission see a padlock.
        Field is locked
      • Edit Value:  Field is always visible and users with the permission can edit the field.
      • View Custom Field: Field is completely hidden to users without the permission.
        If a user lacks permission to see a tab’s fields, that tab will now be hidden for that user.
    4. Select from the By: drop down menu:
      • Individual: Click to select the checkboxes of one or more users.
      • Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
      • Role: Click to select the checkboxes of one or more roles.
      • User Group: Click to select the checkboxes of one or more User Groups.
    5. Click Save & Close.
  11. Click to select the Mandatory checkbox if the field is mandatory for users to fill in.
  12. 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 manage custom field tabs on the Additional Information tab on the TEBR pop up (with or without a Release):

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Custom Fields.
  3. Click Add/Edit Tabs.
  4. Perform one of the following actions:
    1. Add:
      1. Type the tab name.
    2. Edit:
      1. Double click, then edit the tab name.
    3. Delete:
      1. Click to select the tab.
      2. Click Remove.
  5. Close the pop up by clicking the  X at the top-right corner.

To manage custom field groups on the Additional Information tab on the TEBR pop up (with or without a Release):

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Custom Fields.
  3. Click Add/Edit Grouping.
  4. Perform one of the following actions:
    1. Add:
      1. Click Add.
      2. Type the new grouping.
      3. Double click the Color column and select a color from the drop down menu or enter a Hex value.
    2. Edit:
      1. Double click, then edit the grouping
      2. Double click the Color column and select a color from the drop down menu or enter a Hex value.
    3. Delete:
      1. Click to select the grouping.
      2. Click Remove.
  5. Click the X in the top right corner to close the pop up.

To update the permissions of two or more TEBR Custom Fields at once:

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Custom Fields.
  3. Click to select two or more of the checkboxes in the left-hand column.
    The Bulk Update Permissions button will be grayed out until two or more checkboxes are selected.
  4. Click Bulk Update Permissions.
  5. Select from the Select the permission type you would like to change drop down menu:
    • View Value: Field is always visible but users without the permission see a padlock.
      Field is locked
    • Edit Value:  Field is always visible and users with the permission can edit the field.
    • View Custom Field: Field is completely hidden to users without the permission.
      If a user lacks permission to see any of the fields in a tab, they will now be unable to see that tab.
  6. Select from the By: drop down menu:
    • Individual: Click to select the checkboxes of one or more users.
    • Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
    • Role: Click to select the checkboxes of one or more roles.
    • User Group: Click to select the checkboxes of one or more User Groups.
  7. Click Save & Close.

Sort Manually

Sorting TEBR Custom Fields manually changes the order of groups and fields on the Details tab.

To make the TEBR pop up easier to use, the TEBR Custom Fields now appear under the Details tab of the TEBR pop up (with or without a Release) . The Additional Information tab has been removed.

TEBR pop up showing additional information on the one tab red arrow

TEBR Custom Fields and Groups are all sorted in the order they appear in the TEBR Custom Field Customization. For example, the following fields:

Field Name Group Name
Value 1 Group 3
Value 2 Group 2
Value 3 Group 3
Value 4 Group 1

Will sort on the Details tab on the following way:

Group 3 – Value 1 and Value 3
Group 2 – Value 2
Group 1 – Value 4

To sort TEBR Custom Fields and the Groups manually:

Refresh your browser to sort manually after sorting alphabetically. 

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Custom Fields.
  3. Hover your mouse cursor over or click the left of the TEBR Custom Field under the column with a white hand in the header.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the TEBR Custom Field.
  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 TEBR Custom Fields 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 TEBR Custom Fields
  3. Click a column header.
    The TEBR Custom Fields will revert to their previous order when you click away from the Customization page.

Sort Tabs

Sorting TEBR Tabs changes the order they appear on the Details tab of the TEBR pop up.

  1. Go to Settings > Customization > Environments.
  2. Click Add/Edit Custom Field Tabs.
  3. Hover your mouse cursor over or click under the column with a white hand in the header.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the TEBR Tab.

Sort Fields Inside Tabs

To sort the fields inside tabs:

  1. Click Field Ordering.
  2. Click to select the Enable Custom Field Ordering checkbox.
  3. Click a tab.
  4. Hover your mouse cursor under the column with a white hand in the header.
    The sort handle (six gray dots) appears.
  5. Left click and drag the sort handle to resort items.
  6. Click Save.

Deleting a TEBR Custom Field will not delete it from Plutora. But it will no longer be available when creating new booking requests.

To delete a TEBR Custom Field:

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Custom Fields.
  3. Click to select the TEBR Custom Field.
  4. Click Delete Field.
  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.

 

 

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