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Configuring managed lists
Who is this article for?Administrators responsible for managing system lists.
Administration module access is required.
Throughout the system, you can interact with fields and dropdown lists to store information. Behind every dropdown list is a list of items you can configure, to make sure users only have access to data you need.
This article shows you where to add, edit, and archive list entries.
1. Accessing managed lists
To access lists:
- Open the Administration module.
- Select Managed Lists (under Customisation).
- Filter to display the Module you need.
This step isn't required, but it helps navigate the large list!
You will now see a list of all lists used within that module.
2. Adding list items
To add an item to a list:
- Access Managed Lists.
- Open the list you want to edit.
You will be taken to the list page. - Click New.
- Enter a Name for the list item.
- Click OK.
Creating a hierarchical list?
This functionality is currently only supported in the Windows Client.
Items can be made children of other items by dragging and dropping them. Likewise, if you highlight the parent and create the new item, it will automatically be created as a child.
3. Editing list items
To modify a list item:
- Access Managed Lists.
- Open the list you want to edit.
You will be taken to the list page. - Select the list item.
- Click Edit.
- Make the required changes.
- Click OK.
4. Archiving list items
To archive a list item:
- Access Managed Lists.
- Open the list you want to edit.
You will be taken to the list page. - Select the list item.
- Click Archive.
You should now see the archived item greyed out and displayed in italics.
5. Reinstating list items
To restore a list item:
- Access Managed Lists.
- Open the list you want to edit.
You will be taken to the list page. - Select the italicised list item.
- Click Reinstate.
You should now see the item displayed in regular text.
1. Accessing managed lists
To access lists:
- Open the Administration module.
- Select Managed Lists (under Customisation).
- Filter to display the Module you need.
This step isn't required, but it helps navigate the large list! - Click Apply.
You will now see a list of all lists used within that module.
2. Adding list items
To add an item to a list:
- Access Managed Lists.
- Double-click the list you want to edit.
Alternatively, highlight the list and click Manage.... - Enter a value in the Add a new item to the list field.
- Click Add.
Creating a hierarchical list?
Items can be made children of other items by dragging and dropping them. Likewise, if you highlight the parent and create the new item, it will automatically be created as a child.
3. Editing list items
To modify a list item:
- Access Managed Lists.
- Double-click the list the item belongs to.
Alternatively, highlight the list and click Manage.... - Highlight the item.
- Click Edit....
- Make the required changes.
- Click OK.
4. Archiving list items
To archive a list item:
- Access Managed Lists.
- Double-click the list the item belongs to.
Alternatively, highlight the list and click Manage.... - Highlight the item.
- Click Archive.
You should now see the archived item displayed in italics.
5. Reinstating list items
To restore a list item:
- Access Managed Lists.
- Double-click the list the item belongs to.
Alternatively, highlight the list and click Manage.... - Highlight the italicised item.
- Click Reinstate.
You should now see the item displayed in regular text.