Environment / Group – Connectivity Type Customization

Introduction Connectivity Types are selected on the Connectivity tab when adding or editing an Environment Group. Pre-requisite To be able to customize the Environment / Group – Connectivity Type, you must have ‘Access Customizations’ User Permission.  Navigation Settings  > Customization > Environments > Environment / Group – Connectivity Type Add/Edit a Connectivity Type To

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System Dependencies Customization

Introduction System Dependencies Customization enables you to add, edit or delete the ‘Impact’ drop-down option in the ‘Downstream System Dependencies’ in the Bulk Update Systems pop-up. Pre-requisite To be able to customize the System Dependencies, you must have ‘Access Customizations’ User Permission.  Navigation  Settings  > Customization > Environments > System Dependencies  Add/Edit a

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Menu Setup Customization (Environments)

Introduction Menu Setup customizes the terms ‘Environment’, ‘TECR’, ‘TEBR’, and ‘My Environment Booking’ throughout the site. Pre-requisite To be able to customize the Menu Setup, you must have ‘Access Customizations’ User Permission.  Navigation  Settings  > Customization > Environments > Menu Setup Customize Menu Setup To customize a menu: Navigate to ‘Customization’ page

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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 > Environments

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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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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/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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Export Environments To XLS (Microsoft Excel)

Export your Environments to XLS (Microsoft Excel) to back them up or use the data in another application. Export your Environments to XLS To export your Environments to XLS: Go to Environment > Manager. Select Export to XLS from the Action drop-down menu: Your Excel file should start downloading immediately. If it

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