Custom Lists

The Custom Lists feature allows Custom List Administrators to create unique lists of data values that can then be used across multiple templates at once within the dropdown, check list, or radio button components. These data value lists can then be managed from one place within the Setup Area. This saves Template Creators time by allowing editing in one place rather than having to open up multiple templates to edit lists of values being used within them.

Setup Area

Permissions

In order to access the Custom Lists area within Setup, you must be granted the Custom List Administrator Permission.

Custom Lists Page

On the Custom Lists landing page, the application will display the name of each Custom List that has been created within the system, whether or not the list is active, and the actions that can be taken for each Custom List (Edit, Copy, Delete).

Name

This is the name of the Custom List that was defined when it was created.

Active/Inactive Checkbox
  • A Custom List that is Active (checkbox is checked) means it is available to be used within Templates.
  • A Custom List that is Inactive (checkbox is not checked) means it is not available to be used within Templates.
    • Note: A Custom List cannot be inactivated if it is currently in use by one or more Templates. Those templates must be reconfigured with a different property before you will be able to inactivate the Custom List.
Actions
  • Edit – Clicking on this button will bring the user to the Edit page for the selected Custom List.
  • Copy – Clicking on this button will copy the selected Custom List and bring the user to the Create/Edit page and will display a copy of selected Custom Lists. This can then be edited and saved as a new Custom List.
  • Delete – Clicking on this button will initiate a ‘delete’ sequence, which will allow the user to delete the Custom List as long as the list is not in use by any Templates.

Custom Lists Create/Edit Page

Create a new custom list
  1. Navigate to the Custom Lists page in Setup.
  2. Click Create New List.
  3. Enter a Name for the custom list. Names have to be unique.
  4. Add one to many values within the Add Values field. You can add multiple values at once to a list by typing in multiple values or copy and pasting multiple values into the field and clicking on the Add button.
  5. If necessary, edit values within the table once they are added.
    Active/Inactive
    • A value within a Custom List that is Active (checkbox is checked) means it is available for use within the list of values displayed in a configured component.
    • A value within a Custom List that is Inactive (checkbox is not checked) means it is not available for use within the list of values displayed in a configured component.
    Actions
    • Edit – You can edit a value from the list at any time.
      • New forms will display the updated value.
      • Existing forms will display the original value.
    • Delete – You can delete a value from the list at any time.
      • New forms will not display the deleted value.
      • Existing forms will display the deleted value, if it was selected within a previous form.
    • Up/Down – You can change the order of values in the list at any time by using the Up and Down buttons.
  6. Click Create.