This video demonstrates how to create, edit and delete select lists as well as how to create and edit custom fields.
Select System Lists – Edit Values
1. Click Administration in the sidebar to the left.
2. Click Select Lists in the expanded menu.
3. Click Edit next to the System list you would like to edit.
4. Click Edit next to the Value you would like to edit.
5. Type Name.
6. Click Save.
Select System Lists – Delete
Repeat steps 1-3
4. Click the downward facing arrow next to the System list you would like to edit.
5. Click delete in the expanded menu.
Select System Lists – Add
Repeat steps 1-3
4. Click New in the top right corner to add a new value to this list.
5. Type Name to add a new value to the list.
6. Click Save.
Select Custom Lists – Edit Lists
1. Click Administration in the sidebar to the left.
2. Click Select Lists in the expanded menu.
3. Click the Custom Lists tab.
4. Click Edit next to the Custom List you would like to edit.
5. Type Name or Value to edit.
6. Click the red ‘x’ box to remove a value from the list.
7. Click the white ‘+’ box to add a value to the list.
8. Type the Value Name
9. Click Save.
Select Custom Lists – New List
Repeat steps 1-3
4. Click New in the top right corner
5. Type the Name of the new list.
6. Click the white ‘+’ box to add a value to the list.
7. Type the Value Name
8. Click Create.
Select Custom Lists – Delete
Repeat steps 1-3
4. Click the downward facing arrow next to the Custom list you would like to edit.
5. Click Delete in the expanded menu.
6. Click Delete in the pop-up window.
Custom Fields – Create New
1. Click Administration in the sidebar to the left.
2. Click Custom Fields in the expanded menu.
3. Click the +New button in the top right corner of the grid.
4. Type the Name of the new Custom Field
5. Select the Type of field in the dropdown.
5A. If you select ‘Select List’, you must then select your custom created list in the Select List dropdown.
6. Select the Areas (Modules) in which your custom field will appear.
7. Click Create to complete and save.
Custom Fields – Edit
Repeat steps 1-2
3. Click Edit on the Custom Field you would like to edit.
4. Edit any field as needed.
5. Click Update to save changes.
