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Release Activities/Criteria Custom Lists Customization

Release Activities/Criteria Custom Lists allows users to add, edit or delete items from the following field types created in Release Activities/Criteria Custom Fields:

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

Add Items to a Release Activities/Criteria Custom List

To add items to a Release Activities/Criteria Custom List:

  1. Go to Settings > Customization > Releases.
  2. Click Release Activities/Criteria Custom Lists.
  3. Select an Activities/Criteria Custom Field from the Select Custom Field drop-down menu.
  4. Click Add Field.
  5. Type the new Activities/Criteria 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 Release Activities/Criteria Custom List

To edit a Release Activities/Criteria Custom List item:

  1. Go to Settings> Customization > Releases.
  2. Click Release Activities/Criteria Custom Lists.
  3. Select an Activities/Criteria Custom Field from the Select Custom Field drop-down menu.
  4. Click to select an Activities/Criteria Custom List item.
  5. Click Edit Field.
  6. Edit the Activities/Criteria 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 Release Activities/Criteria Custom Lists

Sort Manually

Sorting Release Activities/Criteria Custom Lists manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Release Activities/Criteria Custom Lists manually:

  1. Go to Settings> Customization > Releases.
  2. Click Release Activities/Criteria Custom Lists.
  3. Select an Activities/Criteria 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 Activities/Criteria 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 Release Activities/Criteria 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 > Releases.
  2. Click Release Activities/Criteria Custom Lists.
  3. Select an Activities/Criteria Custom Field item from the Select Custom Field drop-down menu.
  4. Click a column header.
    The Release Activities/Criteria Custom Lists will revert to their previous order when you click away from the Customization page.

 

Delete a Release Activities/Criteria Custom Lists

Deleting a Release Activities/Criteria Custom Lists will not delete it from Plutora. But it will no longer be available when creating new Activities/Criteria.

To delete a Release Activities/Criteria Custom Lists item:

  1. Go to Settings> Customization > Releases.
  2. Click Release Activities/Criteria Custom Lists.
  3. Select an Activities/Criteria Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the Activities/Criteria Custom List item.
  5. Click Delete 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.

 

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Updated on October 10, 2021

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