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Maintaining Lists

• This functionality allows the users to set up a Workflow process that a record must go through before it has been approved.

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Mandatory Prerequisites

There are no Mandatory Prerequisites related to creating Lists.

Screenshot and Field Descriptions

List: this is the primary identifier for the List.

Name: this the friendly name given to the List record.

Type: this is the type of the List record. The only option available for this field is the Static type by which is displayed by default.

Restrict selection to List members: this is the check box to restrict selection to List members.

Include Blank Entry: this is the check box to display blank entries for the List records.

Priority Table: this table displays the type of priority set up for the List record.

Value: this is the priority state of the List record.

 

Icon: this is the icon assigned to the List record.

 

Default: this is the check box to set up the List record as default.

 

How Do I : Add a new List record

1. At the List field, enter a new List ID or simply click on the Auto-Key button.
2. At the Name field, enter the name for the List record.
3. At the Type field, select the Static type from the drop down list.
4. Tick the Restrict selection to List members check box, to provide limitation to the List member selection.
5. Tick the Include blank entry check box, to include blank entries to the List record.
6. At the Value field, enter the priority state of the List record.
7. At the Icon field, select an icon to assign to the value of the List record.
8. Tick the Default check box, to use the List record as default.
9. Click the Application tool-bar push button: Add.
10. Confirm that you wish to save the new record.

How Do I : Modify an existing List record

1. At the List field, locate the List.
2. At the Name field, change the name for the List record.
3. Tick the Restrict selection to List members check box, to provide limitation to the List member selection.
4. Tick the Include blank entry check box, to include blank entries to the List record.
5. At the Value field, change the priority state of the List record.
6. At the Icon field, change the icon to assign to the value of the List record.
7. Click the Application tool-bar push button: Add.
8. Confirm that you wish to change the record.

How Do I : Delete an existing List record

1. At the List field, locate the List.
2. Click the Application tool-bar push button: Delete.
3. Confirm that you wish to delete the record.

Related Topics

• Work Order - Maintaining Work Orders