There are two types of dropdown lists: Select Lists and Lookups LookUps. To add, remove, or update items in a dropdown list use the procedures below depending on the type of dropdown list.
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Updating a Select List Dropdown
- Select Module in the top left banner then select the appropriate module name link.
- Select the Forms tab then select the name link.
- Choose the Select List field you wish to modify this can be found by searching it above the listing.
- Select the Edit pencil icon Image Modified on the field.
- Here the field values, and attributes of the field can be set.
- Select "Update", and then Save in the upper right.
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| Update a Lookup List |
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| Update a Lookup List |
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Updating a Lookup List Dropdown
- Go to the Modules tab in the upper left corner of the screen.
- Click on the name of particular module.
- Go to the Lookup tab if you want to modify a Lookup only available in one module. Go to the Shared Lookups tab to make it available in all of the modules.
- Click on the Lookup you wish to add an item to. If what you're searching for doesn't show up as a Lookup it's probably a Select List. In this case, follow the procedure for Select Lists, above.
- If adding a new entry, press the green + in the upper left corner.
- If editing an existing item, click the Pencil icon or the ID of the item you wish to update.
- If you are deleting an item, scroll right if necessary, and click on the X icon.
- If adding or updating, enter a Name and Description for the Lookup item, then click Save, the Lookup list is now modified.
- To see the changes when creating or editing a request, navigate back to the main page and then refresh the page to ensure changes have been loaded.