Change Custom Lists Customization

Custom Lists customization allows users to add, edit or delete items from the following field types created in Changes Custom Fields:

  • List fields (drop-down menus).
  • List select (combo boxes).
The Custom Lists page will remain grayed out until a Custom Field is selected from the Select Custom Field drop-down menu.

Location of Changes Custom Lists

To locate the Changes Custom Lists:

  1. Go to Release > Change.
  2. Click to open a Change.
  3. The Changes Custom Lists are located in the Additional Information panel under the Change tab.

Add Items to a Changes Custom List

To add items to a Change Custom List:

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

To edit a Changes Custom List:

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

Sort Manually

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

Refresh your browser to sort manually after sorting alphabetically. 

To sort Changes Custom Lists manually:

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

Delete or Replace a Changes Custom List

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

Replacing a Changes Custom List will replace it in existing Change records.

To delete or replace a Changes Custom List:

  1. Go to Settings> Customization > Changes.
  2. Click Custom Lists.
  3. Select a Change Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the Changes 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 Changes 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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Updated on October 1, 2021

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