How do I customize a dropdown list?

There are two types of dropdown lists: Select Lists and LookUps. To add, remove, or update items in a dropdown list use the procedures below depending on the type of dropdown list. 

Note: Select lists are better for smaller, rarely changing lists. Lookups are better for longer, changing, and reoccurring lists. 

Updating a Select List Dropdown

  1. Select Module in the top left banner then select the appropriate module name link.
  2. Select the Forms tab then select the name link.
  3. Choose the Select List field you wish to modify this can be found by searching for it using the filter above the listing.
  4. Select the Edit pencil icon  on the field.
  5. Here the field values, and attributes of the field can be set.
  6. Select the Options tab to see the available list of options.
  7. Using the + in the top right new options can be added to the list of options.
  8. Using the trashcan icon existing options can be removed.
  9. Select "Update", and then Save in the upper right.
  10. The control should now reflect the updated list of options on the form.

Updating a Lookup List Dropdown

  1. Go to the Modules tab in the upper left corner of the screen. 
  2. Click on the name of particular module.
  3. 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. 
  4. 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. 
  5. If adding a new entry, press the green + in the upper left corner. 
  6. If editing an existing item,  click the Pencil icon or the ID of the item you wish to update.
  7. If you are deleting an item, scroll right if necessary, and click on the X icon.
  8. If adding or updating, enter a Name and Description for the Lookup item, then click Save, the Lookup list is now modified. 
  9. 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.