Creating Custom Field Lists

Lists can be created as a data type option within custom fields across the application. The can be created for Item Category and Item Type custom fields, Classifications for requests and system-wide custom fields activated by an Administrator. Lists allow a User to create a series of entries for a custom field that will appear as a drop-down option list.

Creating a New List Entry

To create a new list entry within the List Contents field:

  1. Right click the Entries link

    The Create option is displayed

  2. Click Create

    A New node link displayed

  3. Enter the name of the field

  4. Click outside the field to save the entry

  5. Repeat this process until all list entries have been added

    To create a nested list, right click on the relevant list entry and repeat the above process.

  6. To move an existing entry to a new position, select the entry, then drag and drop the entry into its new location

  7. When all the relevant details have been defined for the custom field, click Save.

Creating Nested List Entries

List entries can be expanded to include nested options.

To create a nested list:

  1. Right-click the relevant list entry header

    The Create, Rename, Delete and Make Default options are displayed.

  2. Select Create

    A text box will appear under the list entry.

  3. Enter the name for the list entry

  4. Click away from the text box to commit and save the change

  5. Move an existing list entry to a new position, if required

    Select the entry, then drag and drop the entry into its new location

  6. The above steps can be repeated until the nested list is complete.

Renaming a List Entry

Any list entry can be renamed.

To rename a list entry:

  1. Right-click the list entry link

  2. Click Rename

  3. Edit the field content

  4. Click away from the text field to save the change.

Deleting a List Entry

To delete a list entry:

  1. Right-click the relevant list entry

  2. Click Delete

  3. Click Done when the list is complete.