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

TEBR Custom Fields Customization

Introduction

TEBR Custom Fields appear under the Details tab of the TEBR pop up (with or without a Release) when adding or editing an environment booking request.

Pre-requisite

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

Settings

> Customization > Environments > TEBR Custom Fields

Add/Edit TEBR Custom Field

To add or edit a TEBR Custom Field:

Navigate to the ‘Customization’ page and click Environments.
Click TEBR 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.

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 TEBR dialog:

On the ‘Customization’ page, navigate to Environments > TECR 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 TEBR 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 TEBR Custom Fields at once:

On the ‘Customization’ page, navigate to Environments > TEBR 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 TEBR Custom Fields

Sort Manually

Sorting TEBR Custom Fields manually changes the order of groups and fields on the Details tab.

TEBR Custom Fields and Groups are all sorted in the order they appear in the TEBR Custom Field Customization. For example, the following fields:

Field Name	Group Name
Value 1	Group 3
Value 2	Group 2
Value 3	Group 3
Value 4	Group 1

will sort on the Details tab on the following way:

Group 3 – Value 1 and Value 3
Group 2 – Value 2
Group 1 – Value 4

To sort manually:

On the ‘Customization’ page, navigate to Environments > TEBR 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 .

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 Tabs

Sorting TEBR Tabs changes the order they appear on the Details tab of the TEBR pop up.

On the ‘Customization’ page, navigate to Environments > TEBR Custom Fields.
Click .
On ‘Add/Edit Custom Field Tabs’ hover your mouse cursor over the Sort column. appears.
Drag and drop as you require to sort.

Sort Fields Inside Tabs

To sort the fields inside tabs:

Click .
Click to select the Enable Custom Field Ordering checkbox.
Click a tab.
Hover your mouse cursor over the Sort column. appears.
Drag and drop as you require to sort.
Click .

Delete a TEBR Custom Field

Deleting a TEBR Custom Field will not delete it from Plutora. But it will no longer be available when creating new booking requests.

To delete a TEBR Custom Field:

On the ‘Customization’ page, navigate to Environments > TEBR Custom Fields.
Click to select the TEBR Custom Field.
Click .
Click .

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

More Information

Location of TEBR Custom Fields

To locate the TEBR Custom Fields:

Go to Environment > Requests.
Click the TEBR tab (if it isn’t open already).
Click to open a TEBR.

The TEBR Custom Fields are located in the Additional Information panel under the Details 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 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.