TEBR Custom Lists Customization

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

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

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

Add Items to a TEBR Custom List

To add items to a TEBR Custom List:

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

 

 

Edit items in a TEBR Custom List

To edit a TEBR Custom List:

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

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort TEBR Custom Lists manually:

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

 

 

*NEW* Delete or Replace a TEBR Custom List

Deleting a TEBR Custom List will not delete it from TEBR records. But it will no longer be available when adding or editing a TEBR.

Replacing a TEBR Custom List will replace it in existing Environment records.

To delete or replace a TEBR Custom List:

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Custom Lists.
  3. Select a TEBR Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the TEBR Custom List item.
  5. Click Delete Field.
  6. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted TEBR Custom List 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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