PIR Item – Custom Fields Customization

PIR Item – Custom Fields appear under the Additional Information tab when adding or editing a PIR Item.

Location of PIR Item – Custom Field

To locate PIR Item – Custom Field:

1. Go to PIR > Manager.
2. Open a PIR Item.
3. PIR Item – Custom Field data is located in the Additional Information panel.
   

Add or Edit a PIR Item – Custom Field

To add or edit a PIR Item – Custom Field:

1. Go to Settings > Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Field.
3. Add or edit:
   1. Add:
      1. Click Add Field.
   2. Edit:
      1. Click to select an item and click Edit Field.
      2. Click to select the PIR Item – Custom Field.
4. Type the PIR Item – Custom Field under the Value column.
   
   Custom Fields with double quotes ” or square brackets [] in the Value cannot be added to Plutora Analytics workbooks.
5. Double click the Description column and type the Description.
6. Click to select one of the following Description Display radio buttons:
   
   If Description is blank, nothing will display, even if a radio button is selected.
   1. As Tooltip: The description will appear as a tooltip when users hover their mouse cursor over the i button beside the custom field label.
      
   2. Under Label: The description will appear as text under the custom field label. The description will also appear as a tooltip when users hover their mouse cursor over the description.
7. Double click the Data Type column and select the Data Type of the field from the drop-down menu:
   
   • 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 PIR Item – 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 PIR Item – Custom Lists Customization.
8. Double click under Tab Parent and select which tab the field should appear under from the drop-down menu.
9. Manage Field Permissions: Field Permissions set the view, edit, and hide permissions for each field:
   1. Click the checkbox beside Access Permissions to activate permissions.
   2. Click Access Permissions.
   3. Select from the Select the permission type you would like to change drop-down menu:
      • View Custom Field permission:
        • Users with this permission can view and edit the field.
        • The field is completely hidden to users without this permission.
        • View Custom Field overrides the other two permissions. If a user has View Custom Field permission, no other users will be able to see the field, even if those other users have View Value or Edit Value permissions.
        • If User 1 has View Value permission on a field, User 2 has Edit Value permission, and User 3 has View Custom Field permission:
          • The field will be hidden for User 1 and User 2, and show a padlock and be non-editable for User 3.
            
            
            Remove the permissions of User 1 and User 2 to make the field editable for User 3.
      • View Value permission:
        • If User 1 has the View Value permission and no other user has been given permissions:
          • User 1 will be able to view and edit the field.
          • The field will show a padlock and be non-editable to users without any permissions.
            
          • If User 2 has View Custom Field permission, only User 2 will be able to see the field.
        • If User 1 has the View Value permission and User 2 is given Edit Value permission:
          • User 2 will be able to view and edit the field and User 1 will only be able to view the field (the field will be grayed out).
          • The field will show a padlock and be non-editable to users without any permissions.
            
          • If User 3 has View Custom Field permission, only User 3 will be able to see the field.
      • Edit Value permission:
        • If User 1 has this permission, they can view and edit the field.
        • Users without any permissions can view the field but not edit it. (The field will be grayed out.)
        • If User 2 is given the View Custom Field permission, only User 2 will be able to see the field.
   4. Select from the By: drop-down menu:
      • Individual: Click to select the checkboxes of one or more users.
      • Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
      • Role: Click to select the checkboxes of one or more roles.
      • User Group: Click to select the checkboxes of one or more User Groups.
   5. Click Save & Close.
10. Click to select the Mandatory checkbox if the field is mandatory for users to fill in.
11. Select a PIR Structure by clicking a radio button:
    • All: Custom Field will appear for PIRs and PIR Items.
    • Container: Custom field will appear for PIRs only.
    • Item: Custom Field will appear for PIR Items only.
12. 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.

Add, Edit, or Delete Tabs

To manage custom field tabs on the Additional Information panel on the PIR pop up:

1. Go to Settings> Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Fields.
3. Click Add/Edit Tabs.
4. Perform one of the following actions:
   1. Add:
      1. Click Add.
      2. Type the tab name.
   2. Edit:
      1. Double click, then edit the tab name.
   3. Delete:
      1. Click to select the tab.
      2. Click Remove.
5. Close the pop up by clicking the X at the top-right corner.

Bulk Update Permissions

To update the permissions of two or more PIR Item – Custom Fields at once:

1. Go to Settings> Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Fields.
3. Click to select two or more of the checkboxes in the left-hand column.
   
   The Bulk Update Permissions button will be grayed out until two or more checkboxes are selected.
4. Click Bulk Update Permissions.
5. Select from the Select the permission type you would like to change drop-down menu:
   • View Value: Field is always visible but users without the permission see a padlock.
     
   • Edit Value: Field is always visible and users with the permission can edit the field.
   • View Custom Field: Field is completely hidden to users without the permission.
     
     If a user lacks permission to see any of the fields in a tab, they will now be unable to see that tab.
6. Select from the By: drop-down menu:
   • Individual: Click to select the checkboxes of one or more users.
   • Organization: Click to select the checkboxes of one or more organizations or Portfolio Associations.
   • Role: Click to select the checkboxes of one or more roles.
   • User Group: Click to select the checkboxes of one or more User Groups.
7. Click Save & Close.

Sort PIR Item – Custom Fields

Sort Manually

Sorting PIR Item – Custom Fields manually changes their order in drop-down menus.

1. Go to Settings> Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Fields.
3. Hover your mouse cursor over the sort column.
   The sort handle (six gray dots) appears.
   
4. Left click and drag the sort handle to resort the PIR Item – Custom Field.
5. 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 PIR Item – Custom Fields 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 > Post Implementation Review (PIR).
2. Click PIR Item – Custom Fields.
3. Click a column header.
   The PIR Item – Custom Fields will revert to their previous order when you click away from the Customization page.

Sort Fields Inside Tabs

To sort the fields inside tabs:

1. Click Field Ordering.
2. Click to select the Enable Custom Field Ordering checkbox.
3. Click a tab.
   
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 items.
6. Click Save.

Delete a PIR Item – Custom Field

Deleting a PIR Item – Custom Field will not delete it from Plutora. But it will no longer be available when creating a new PIR Item.

To delete a PIR Item – Custom Field:

1. Go to Settings> Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Fields.
3. Click to select the PIR Item – Custom Field.
4. Click Delete Field.
5. 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.