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 Environment Group Custom Field
To add or edit an Environment Group Custom Field:
- Navigate to the ‘Customization’ page and click Environments.
- Click Environment Group Custom Fields.
- To add a new field, click
. The system adds a line on the grid for the new field. To edit an existing custom field, search and click on the custom field from the grid and then click
.
- Enter/update the following details:
Columns | Description |
---|---|
Value | Enter the custom field name. Custom Fields with double quotes ” " or square brackets [] in the Value cannot be added to Plutora Analytics workbooks. |
Description | Enter a description for the field. |
Description Display | Select the description display type. As Tooltip: The description will appear as a tooltip when you hover the mouse cursor over the button beside the custom field label. Under Label: The description will appear as text under the custom field label. It will also appear as a tooltip when you hover the mouse cursor over the description. |
Data Type | Select the Data Type of the field from the drop-down menu. For details on these data types, see Custom Field Data Type. |
Field Permissions | Select the field permissions (view, edit, and hide permissions) for each field. For details, see Manage Field Permissions. |
- Click
.
Your changes will be saved and a confirmation message will display.
Bulk Update Permissions
To update the permissions of two or more Environment Custom Fields at once:
- On the ‘Customization’ page, navigate to Environments > Environment Group Custom Fields.
- Select two or more custom fields (check the checkboxes)
- Click
. The button will be grayed out until you select two or more checkboxes.
- On the ‘Bulk Update Fields Permissions’ dialog, from the Select the permission type you would like to change drop-down menu select an option. For detail on these options, see Manage Field Permissions.
- Select an option from the By drop-down menu. For detail on these options, see Manage Field Permissions.
- Click
.
The system updates the permissions and the ‘Customization’ page is back to display.
Sort Environment Group Custom Fields
Sort Manually
Sorting Environment Group Custom Fields changes their order in the drop down menus
To sort manually:
Your changes will be saved and a confirmation message will display.
Sort by Column Header
Sorting by column header only changes their order on the ‘Customization’ page.
To sort alphabetically on the ‘Customization’ page by column header, click on the column header. ↑ or ↓ displays indicating the ascending or descending column sort.
Delete an Environment Group Custom Field
Deleting an Environment Group Custom Field will not delete it from Plutora. But it will no longer be available when creating a new Environment.
To delete an Environment Group Custom Field:
Your changes will be saved and a confirmation message will display.
More Information
Location of Environment Group Custom Fields
To locate the Environment Group Custom Fields:
- Go to Environment > Groups.
- Click to open an Environment Group.
- The Environment Group Custom Fields are located under the Additional Information tab.

Custom Field Data Types
- Date Picker: A calendar. (Date format is controlled by the Localization Customization.)
- List Field: A drop-down menu, which contains items that are created in Environment Group Custom Lists Customization.
- Free Text: A single line free text field.
- Time Picker: A time slider.
- Number: A number with or without decimal places. (Number format is controlled by the Localization Customization.)
- Decimal: A number with a customizable number of decimal places. (Decimal format is controlled by the Localization Customization.)
- Currency: A currency field with a $, £, € and a custom number of decimal points. (Currency format is controlled by the Localization Customization.)
- Date Time Picker: A calendar with a time slider. (Date format is controlled by the Localization Customization.)
- List Select: A combo box, which contains items that are created in Environment Group Custom Lists Customization.
- Select from the By drop-down menu:
- Individual: Select the checkboxes of one or more users.
- Organization: Select the checkboxes of one or more organizations or Portfolio Associations.
- Role: Select the checkboxes of one or more roles.
- User Group: Select the checkboxes of one or more User Groups.
