Used For Phase Customization

Used for Phases are selected when adding or editing an Environment. (They are not related to Release Phases.)

Location of Used for Phase

To locate the Used for Phase field:

  1. Go to Environment > Manager.
  2. Click to open an Environment.
  3. The Used for Phase field is located in the Environment Definition panel under the Details tab.

 

Add a Used for Phase

To add a Used for Phase:

  1. Go to Settings > Customization > Environments.
  2. Click Used for Phase.
  3. Click Add Field.
  4. Type the new Used for Phase into the Value field.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  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 a Used for Phase

To edit a Used for Phase:

  1. Go to Settings > Customization > Environments.
  2. Click Used for Phase.
  3. Click to select the Used for Phase.
  4. Click Edit Field.
  5. Edit the Used for Phase in the Value field.
  6. Click to select or deselect 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.

 

 

Sort Used for Phases

Sort Manually

Sorting Used for Phases manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Used for Phases manually:

  1. Go to Settings > Customization > Environments.
  2. Click Used for Phase.
  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 Used for Phase.
  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 Used for Phases 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 Used for Phase.
  3. Click a column header.
    The Used for Phases will revert to their previous order when you click away from the Customization page.

 

 

*NEW* Delete or Replace a Used for Phase

Deleting a Used for Phase will not delete it from Environment records. But it will no longer be available when adding or editing an Environment.

Replacing a Used for Phase will replace it in existing Environment records.

To delete or replace a Used for Phase:

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