TECR Custom Lists Customization

TECR Custom Lists allows users to add, edit or delete items from list fields (drop-down menus) and combo boxes created in TECR Custom Fields.

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

Add Items to a TECR Custom List

To add items to a TECR Custom List:

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

To edit a TECR Custom List:

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

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort TECR Custom Lists manually:

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

 

*NEW* Delete or Replace a TECR Custom List

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

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

To delete or replace a TECR Custom List:

  1. Go to Settings > Customization > Environments.
  2. Click TECR Custom Lists.
  3. Select a TECR Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the TECR 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 TECR 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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