TEBR Type Customization

TEBR Types are selected when adding or editing an Environment.


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.

 

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 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 left of the TEBR Type 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 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.

 

Deleting a TEBR Type will not delete it from Plutora. But it will no longer be available when creating a new Environment.

To delete 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. 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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