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Editing or amending lookup lists

This article explains how you can add, edit, change or delete items from a lookup list.

T
Written by Terence Cassidy
Updated over 2 weeks ago

⚠️ Important: Your Companies System Administrator will need to apply these changes.

πŸ“Œ Note: Some lookup lists don't sit in the list of values, some are just in look ups. So check to see if your lists is in Look Ups and if not go into list of values and search for the list you need.

Modify a Look up List:

  1. Click Options and then Click Manager

  2. Click Look ups and then click List of Values

  3. Find and Select the list you want

  4. Click the List Values dropdown icon '∨'

Add a new Value:

  1. Click the '✚' icon in the List Values header

  2. Fill in the Value Name, Description and Position

  3. Click Save

Delete an existing Value:

  1. Click the 3 dot icon (β ‡) and select Delete

  2. Click Delete on the confirmation pop-up

⚠️ Important: If the value has a System Code, you can not delete it.

Amend an existing Value:

  1. Click the pencil icon (πŸ–‰) in the List Values header

  2. Amend the Value Name and/or Description and/or Position

  3. Click Save

Look up lists can now be configured and each list item has a column for the client to insert the position - if you can't see it, then:

  1. Click Settings βš™ icon

  2. Select Configure Columns

  3. Under the Available column, find Position and move it to the Selected column

The default setting for Position is "0" for all values:

Default setting of zero for position

By editing each line and giving them different position value, the order of the list is changed.

List ordered by position

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