PIR Item – Custom Lists Customization

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

• List fields (drop-down menus).
• List select (combo boxes).

Location of PIR Item – Custom List

To locate PIR Item – Custom List:

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

Add Items to a PIR Item – Custom List

To add items to a PIR Item – Custom List:

1. Go to Settings > Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Lists.
3. Select a PIR Item – Custom Field from the Select Custom Field drop-down menu.
4. Click Add Field.
5. Type the new PIR Item – 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 PIR Item – Custom List

To edit a PIR Item – Custom List item:

1. Go to Settings > Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Lists.
3. Select a PIR Item – Custom Field from the Select Custom Field drop-down menu.
4. Click to select a PIR Item – Custom List item.
5. Click Edit Field.
6. Edit the PIR Item – 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 PIR Item – Custom Lists

Sort Manually

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

To sort PIR Item – Custom Lists manually:

1. Go to Settings> Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Lists.
3. Select a PIR Item – 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 PIR Item – 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 PIR Item – 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 > Post Implementation Review (PIR).
2. Click PIR Item – Custom Lists.
3. Select a PIR Item – Custom Field from the Select Custom Field drop-down menu.
4. Click a column header.
   The PIR Item – Custom Lists will revert to their previous order when you click away from the Customization page.

Delete or Replace a PIR Item – Custom List

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

Replacing a PIR Item – Custom List will replace it in existing PIR records.

To delete or replace a PIR Item – Custom List:

1. Go to Settings> Customization > Post Implementation Review (PIR).
2. Click PIR Item – Custom Lists.
3. Select a PIR Item – Custom Field from the Select Custom Field drop-down menu.
4. Click to select the PIR Item – 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 PIR Item – 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.