System Custom Lists Customization

System Custom Lists allows users 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).

The System Custom Lists page will remain grayed out until a System Custom Field is selected from the Select Custom Field drop-down menu.

Location of System Custom Lists

To locate the System Custom Lists:

  1. Go to Environment > Systems.
  2. Click to open a System.
  3. The System Custom Fields are located under the Additional Information panel.

Add Items to a System Custom List

To add items to a System Custom List:

  1. Go to Settings > Customization > Environments.
  2. Click System Custom Lists.
  3. Select a System Custom Field from the Select Custom Field drop-down menu.
  4. Click Add Field.
  5. Type the new System Custom List item into the Value field.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Edit Items in a System Custom List

To edit a System Custom List:

  1. Go to Settings > Customization > Environments.
  2. Click System Custom Lists.
  3. Select a System Custom Field from the Select Custom Field drop-down menu.
  4. Click to select a System Custom List item.
  5. Click Edit Field.
  6. Edit the System Custom List item in the Value field.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Sort System Custom Lists

Sort Manually

Sorting System Custom Lists manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort System Custom Lists manually:

  1. Go to Settings > Customization > Environments.
  2. Click System Custom Lists.
  3. Select a System Custom Field from the Select Custom Field drop-down menu.
  4. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  5. Left click and drag the sort handle to resort the System Custom List.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting System Custom Lists by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Environments.
  2. Click System Custom Lists.
  3. Select a System Custom Field from the Select Custom Field drop-down menu.
  4. Click a column header.
    The System Custom Lists will revert to their previous order when you click away from the Customization page.

 

 

*NEW* 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.

Replacing a System Custom List will replace it in existing System records.

To delete or replace a System Custom List:

  1. Go to Settings > Customization > Environments.
  2. Click System Custom Lists.
  3. Select a System Custom Field from the Select Custom Field drop-down menu.
  4. Click to select the System Custom List item.
  5. Click Delete Field.
  6. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted System Custom List from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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