This settings page will let you define single-select or multi-select dropdown lists and its values to be used within different objects in register types of a workflow. Do not leave spaces when creating a list name. Click into a list name to setup the options to be listed for that item, along with how they should be sequenced, which is the default value and inactivate options that is no longer relevant.
To add a new list item:
STEP 1: Click the New button at the top-right corner of the window.
STEP 2: Enter a name for the list along with a description. Ensure that the list name doesn’t have any spaces in-between.
Eg: 'ReportedTo' or 'Reported_To' instead of 'Reported To'.
STEP 3: Define the list values from the ‘Values’ area below by clicking on Add New.
Field | Description | ||
|---|---|---|---|
Name | Define a title for the list value. | ||
Description | Enter a description. | ||
Value Sequence | The sequence in which the configured list value should appear in the dropdown (list fields). | ||
Active | Whether the list value is active. Only active ones will be shown for the end user in the dropdowns (list fields). | ||
Default | Whether the list value should be the default selection for the list field. | ||
Image | Upload an image for the Risk Rating values. The maximum size of the image should not exceed 2KB. | ||
Choose value Level Colour | Choose a colour from the colour picker to represent the list values. | ||
Value Weightage | Define a weightage for the list value. | ||
Value Min Value | Define the minimum value for the list value.
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Value Max value | Define the maximum value for the list value.
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Note: If required, additional properties can be configured for each list in the system using the ‘Properties’ option. This can be used to define information about the list such as ID, Dates or any other details. |
STEP 4: Click on the New button.
Field | Description |
|---|---|
Property Name | Define a title for the property. |
Field Type | Select from a list of field types the type of field the property is going to be. The same set of field types explained under Framework > Compliance Settings > Object Configurations will be shown here as well. |
Label Reference | Define a label for the property. |
Property Configuration Sequence | The sequence in which the property should appear in the grid. |
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