Knowledge Base > Settings > Customization > Environments Customization > System Custom Fields Customization

System Custom Fields Customization

Introduction

System Custom Fields appear under the ‘Additional Information’ tab when adding or editing a system on the Systems Manager page.

Pre-requisite

To be able to customize the System Custom Fields, you must have ‘Access Customizations’ User Permission.

Settings > Customization > Environments > System Custom Fields

Add or Edit a System Custom Field

Navigate to the ‘Customization’ page and click Environments.
Click System 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
Tab Parent	Select which tab the field should appear from the drop-down menu.
Group Fields	Select which group the field should appear from the drop-down menu.
Field Permissions	Select the field permissions (view, edit, and hide permissions) for each field. For details, see Manage Field Permissions
Mandatory	Select if the field is mandatory to fill in.
Show in Releases	Select to show the custom field as a column in the 'Systems' tab of the Enterprise, Project, and Independent Release pop up.

Click .

Your changes will be saved and a confirmation message will display.

Add, Edit or Delete Tabs

To manage custom field tabs on the ‘Additional Information’ tab on the System dialog:

On the ‘Customization’ page, navigate to Environments > System Custom Fields. Click . ‘Add/Edit Custom Field Tabs’ display.

To add a tab: Click and enter the new tab name.
To edit a tab: Double click the tab that you want to edit and make changes.
To delete a tab: Select the tab that you want to delete and then click .

Close the pop-up by clicking the X at the top-right corner. You can view the changes by clicking the Tab Parent column.

Add, Edit, or Delete Groupings

To manage custom field groups on the Additional Information panel on the System dialog:

On the ‘Customization’ page, navigate to Environments > System Custom Fields. Click . ‘Add/Edit Custom Field Grouping’ display.

To add a grouping: Click and enter the new grouping name. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
To edit a grouping: Double click, then edit the grouping. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
To delete a grouping: Click to select the grouping. Click .

Close the pop-up by clicking the X at the top-right corner. You can view the changes by clicking the Group Fields column.

Bulk Update Permissions

To update the permissions of two or more System Custom Fields at once:

On the ‘Customization’ page, navigate to Environments > System Group Custom Fields.
Select two or more custom fields (check the checkboxes)
Click . The button will be greyed 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 System Custom Fields

Sort Manually

Sorting ‘System Custom Fields’ manually changes their order in the drop down menus

To sort manually:

On the ‘Customization’ page, navigate to Environments > System Custom Fields.
Hover your mouse cursor over the sort column of the Value that you want to sort. appears.
Drag and drop the Value as you require.
Click .

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.

Sort Fields Inside Tabs

To sort the fields inside tabs:

On the ‘Customization’ page, navigate to Environments > System Custom Fields.
Click . ‘Field Ordering’ dialog displays.
Select the Enable Custom Field Ordering checkbox.
Click the tab that you want to sort.
Hover your mouse cursor over the sort column. appears.
Drag and drop the field as you require.
Click .

Delete System Custom Field

Deleting a System Custom Field will not delete it from the records. But it will no longer be available when adding or editing a System.

To delete a System Custom Field:

Navigate to the ‘Customization’ page and double click Environments.
Click System Custom Fields.
Select the item that you want to delete or replace.
Click .
Click .

Your changes will be saved and a confirmation message will display.

More Information

Location of System Custom Fields

To locate the System Custom Fields:

Go to Environment > Systems.
Click to open a System.
The System Custom Fields are located under the Additional Information panel.

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 System 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 System Custom Lists Customization.

Manage Field Permissions

Field Permissions set the view, edit, and hide permissions for each field:

Click the checkbox next to to activate permissions.
Click . ‘Fields Permissions for field:…’ dialog display.
From Select the permission type you would like to change drop-down menu select an option:

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.