Environment Custom Fields Customization

Introduction Custom Fields appear under the Additional Information tab when adding or editing an Environment on the Environment Manager page. This article provides an overview of steps to add/update the custom fields. Pre-requisite To be able to customize the Environment Custom Fields, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environment

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Environment Custom Lists Customization

Introduction Environment Custom Lists allows to add, edit or delete items from the following field types created in Environment Custom Fields: List fields (drop-down menus). List select (combo boxes). Pre-requisite To be able to add and customize Environment Custom Lists, you must have ‘Access Customizations’ User Permission. You must have already

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Environment Group Custom Lists Customization

Introduction Environment Group Custom Lists allows you to add, edit or delete items from the following field types created in Environment Group Custom Fields: List fields (drop-down menus). List select (combo boxes). Pre-requisite To be able to add and customize Environment Group Custom Lists, you must have ‘Access Customizations’ User Permission. You

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System Custom Fields Customization

Introduction System Custom Fields appear under the ‘Additional Information’ tab when adding or editing a system on the Systems Manager page. Pre-requisite To be able to customize the System Custom Fields, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > System > Custom Fields Add or Edit a System Custom

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System Custom Lists Customization

Introduction System Custom Lists allows you to add, edit or delete items from the following field types created in System Custom Fields: List fields (drop-down menus). List select (combo boxes). Pre-requisite To be able to customize the System Custom Lists, you must have ‘Access Customizations’ User Permission.  You must have already created

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TECR Setup Customization

Introduction TECR Setup Customization allows you to choose which values are the default when adding or editing a new TECR.  Pre-requisite To be able to customize the TECR Setup, you must have ‘Access Customizations’ User Permission. Navigation  Settings  > Customization > Environments > TECR Setup Choose Default TECR Values To set default TECR

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TECR Status Customization

Introduction You select TECR Status when adding or editing a TECR on the Environment Requests page. This article provides you an overview of steps to add, edit and delete the TECR Statuses. Pre-requisite To be able to customize the TECR Status, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments

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TECR Type Customization

Introduction You select TECR Types when adding or editing a TECR. Pre-requisite To be able to customize the TECR Type, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments > TECR Type  Add a TECR Type To add a TECR Type: Navigate to the ‘Customization’ page and double click Environments. Click TECR

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Environment Status Customization

Introduction You select Environment Statuses when adding or editing an Environment. Pre-requisite To be able to customize the Environment Status, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments > Environment Status Add/Edit a Status To add a Status: Navigate to the ‘Customization’ page and double click Environments.

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Environment/Group – Used For Phase Customization

Introduction Environment / Group – Used for Phase values selected when adding or editing an Environment. (Used for Phase feature is not related to Release Phases.) Pre-requisite To be able to customize the Used For Phase, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments >

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Environment Stack Layer Customization

Introduction Environment Stack Layers are selected when adding a new Layer while adding or editing an Environment. Pre-requisite To be able to add and customize Environment Stack Layer, you must have ‘Access Customizations’ User Permission. Navigation Settings  > Customization > Environments > Environment Stack Layer Add/Edit an Environment Stack Layer To

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TEBR Form Customization

Introduction TEBR Form customization enables you to edit: The Terms and Conditions TEBR landing page pop up. The ‘Comment’ section and questions. Pre-requisite To be able to customize the TEBR Form, you must have ‘Access Customizations’ User Permission.  Navigation  Settings  > Customization > Environments > TEBR Form Show Comments &

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TEBR Type Customization

Introduction TEBR Types are selected when adding or editing an Environment. Pre-requisite To be able to customize the TEBR Type, you must have ‘Access Customizations’ User Permission.  Navigation  Settings  > Customization > Environments > TEBR Type Add a TEBR Type To add a TEBR Type: Navigate to the ‘Customization’ page and click Environments. Click TEBR Type. To

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Environment Group Custom Fields Customization

Introduction Environment Group Custom Fields appear under the Additional Information tab when adding or editing an Environment Group. Pre-requisite To be able to customize the Environment Group Custom Fields, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments > Environment Group Custom Fields Add or Edit an

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Activities Status Customization

Activities Status customizes: The activity status titles Not Started, Failed, Issue, In Progress, Completed and N/A where they appear under the Execution tab on the Deployment Plan pop up. Whether a Deployment Plan Activity’s Downtime From and Downtime To fields are auto-filled with the Deployment Plan Activity’s Start and End Dates. Location

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Activities Custom Group Name Customization

Activities Custom Group Name are found under Pre-Defined Forms when updating group names under the Draft tab of the Deployment Plan pop up. Location of Activities Custom Group Name Customization Activities Custom Group Name Customization is located in the Deployment Plan (and Master Deployment Plan) pop up, in the Activities

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Deployment Plan Custom Fields Customization

Deployment Plan Custom Fields appear under the Additional Information tab on Deployment Plans. Location of Deployment Plan Custom Fields To locate the Deployment Plan Activity Custom Fields: Go to Deployment > Manager. Click to open a Deployment Plan. The Deployment Plan Activity Custom Fields are located in the Additional Information tab. Add or

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Deployment Plan Custom Lists Customization

Deployment Plan Custom Lists allows users to add, edit or delete items from the following field types created in Deployment Plan Custom Fields: List fields (drop-down menus). List select (combo boxes). Location of Deployment Plan Custom Lists To locate the Deployment Plan Activity Custom Lists: Go to Deployment > Manager. Click

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Release Type Customization

Release Types are selected when adding or editing an Enterprise, Project, or Independent Release. Location of Release Types Release Types are found on the Details tab of the Enterprise, Project, or Independent Release pop ups. To locate Release Types: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a

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Release Intake Status Customization

Release Intake Statuses are part of the Release Intake workflow, where Child Releases added to Enterprise Releases go through an approval process. Location of Intake Approval Workflow To locate the Intake Approval Workflow: Go to Release > Manager. Click the Releases toggle button (if present). Click to open an Enterprise Release.  Click the Release

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Release Setup Customization

Release Setup allows administrators to customize the way Releases are handled in Plutora. Customize Release Setup To customize Release Setup: Go to Settings > Customization > Releases. Click Release Setup. Click to select one or more of the following checkboxes: Enable Enterprise Activities Child Push Functionality: Puts child Push buttons onto Enterprise

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Release Package Customization

Release Packages are a way of grouping Releases to assist in better reporting and filtering. When Release Packages are enabled, if an Enterprise, Project, or Independent Release has its Implementation Date, or System Deployment Start Date and End Date, within the date range of a Release Package, that Release will be added to the Release

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Release Custom Fields Customization

Release Custom Fields appear under the Additional Information tab when adding or editing a release. Location of Release Custom Fields To locate the Release Custom Fields: Go to Release > Manager. Click the Releases toggle button (if present). Click to open a Release. The Release Custom Fields are located in the Additional Information panel

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Release Custom Lists Customization

Release Custom Lists allows users to add, edit or delete items from the following field types created in Release Custom Fields: List fields (drop-down menus). List select (combo boxes). Contact fields. Location of Release Custom Lists To locate the Release Custom Lists: Go to Release > Manager. Click the Releases toggle

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Release System Enterprise Setup Customization

Release System Enterprise Setup customizes the column titles in the Release Manager Systems tab and the list items of the Enterprise Type drop-down menu. Location of Release System Enterprise Setup To locate Release System Enterprise Setup: Go to Release > Manager. Click the Releases toggle button (if present). Click to open an

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