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.

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.

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 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.

Deleting a TECR Custom List will not delete it from Plutora. But it will no longer be available when creating new requests.

To delete 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. 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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