System Custom Lists Customization

Introduction

System Custom Lists allows you to add, edit or delete items from the following field types created in System Custom Fields:

• List fields (drop-down menus).
• List select (combo boxes).

Pre-requisite

• To be able to customize the System Custom Lists, you must have ‘Access Customizations’ User Permission. 
• You must have already created the System Custom Fields with Data Type ‘List Fields’ or ‘List Select’.

Navigation

Settings  > Customization > Environments > System Custom Lists

Add/Edit Items to a System Custom List

To add or edit items to a System Custom List:

1. Navigate to ‘Customization’ page and click Environments.
2. Click System Custom Lists.
3. Select a Custom Field from the Select Custom Field drop-down.
4. Click . The system adds a line on the grid for the new field. To edit an existing custom list, search and click on the custom list from the grid and then click .
5. Enter/update the System Custom List item into the Value field.
6. Click .

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

Sort System Custom Lists

Delete or Replace a System Custom List

Deleting a System Custom List will not delete it from System records. But it will no longer be available when adding or editing a System.

While deleting, you can either select another item that will replace the item to be deleted or simply delete the item from the list. Replacing a custom list will replace it in existing records.

To delete or replace a System Custom List:

1. Navigate to the ‘Customization’ page and double click Environments.
2. Click System Custom Lists.
3. Select the custom list that you want to delete or replace. 
4. Click .
5. The ‘Replace with existing value’ dialog displays.
   • To replace: select the item that will replace the item to be deleted from Replace with. Then click .
   • To simply delete the item, click .

The item is now deleted and the page navigates back to the Status page.

More Information