TEBR Type Customization

TEBR Types are selected when adding or editing an Environment.

Location of TEBR Type

To locate the TEBR Type field:

  1. Go to Environment > Requests.
  2. Click the TEBR tab (if it isn’t open already).
  3. Click to open a TEBR.
  4. The TEBR Type field is located in the Information panel under the Details tab.

Add a TEBR Type

To add a TEBR Type:

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Type.
  3. Click Add Field.
  4. Type the new TEBR Type into the Value field.
  5. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
  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.

 

 

Edit a TEBR Type

To edit a TEBR Type:

  1. Go to Settings > Customization > Environments.
  2. Click TEBR Type.
  3. Click to select the TEBR Type.
  4. Click Edit Field.
  5. Edit the TEBR Type in the Value field.
  6. Double click the color swatch and edit the color or type a Hex value.
  7. Click to select or deselect 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.

 

 

Sort TEBR Types

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort TEBR Types manually:

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

 

 

*NEW* Delete or Replace a TEBR Type

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

Replacing a TEBR Type will replace it in existing Environment records.

To delete or replace a TEBR Type:

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