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:

1. Go to Deployment > Manager.
2. Click to open a Deployment Plan.
3. The Deployment Plan Activity Custom Lists are located in the Additional Information tab.
   

Add Items to a Deployment Plan Custom List

To add items to a Deployment Plan Custom List:

1. Go to Settings > Customization > Deployment Plans (DP).
2. Click Deployment Plan Custom Lists.
3. Select a Deployment Plan Custom Field from the Select Custom Field drop-down menu.
4. Click Add Field.
5. Type the new Deployment Plan 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 Deployment Plan Custom List

To edit a Deployment Plan Custom List item:

1. Go to Settings> Customization > Deployment Plans (DP).
2. Click Deployment Plan Custom Lists.
3. Select a Deployment Plan Custom Field from the Select Custom Field drop-down menu.
4. Click to select a Deployment Plan Custom List item.
5. Click Edit Field.
6. Edit the Deployment Plan 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 Deployment Plan Custom Lists

Sort Manually

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

To sort Deployment Plan Custom Lists manually:

1. Go to Settings> Customization > Deployment Plans (DP).
2. Click Deployment Plan Custom Lists.
3. Select a Deployment Plan 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 Deployment Plan 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 Deployment Plan 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 > Deployment Plans (DP).
2. Click Deployment Plan Custom List.
3. Select a Deployment Plan Custom Field from the Select Custom Field drop-down menu.
4. Click a column header.
   The Deployment Plan Custom Lists will revert to their previous order when you click away from the Customization page.

Delete or Replace a Deployment Plan Custom List

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

Replacing a Deployment Plan Custom List will replace it in existing Deployment Plan records.

To delete or replace a Deployment Plan Custom List:

1. Go to Settings> Customization > Deployment Plans (DP).
2. Click Deployment Plan Custom Lists.
3. Select a Deployment Plan Custom Field from the Select Custom Field drop-down menu.
4. Click to select the Deployment Plan 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 Deployment Plan 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.