Compliance Settings – Lists Settings

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.

Figure 1.1

To add a new list item:

  • STEP 1:  Click the New button at the top-right corner of the window.

    Figure 1.2
  • 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

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.

Note: This is only applicable if you have the survey integration.

Value Max value 

Define the maximum value for the list value.

Note: This is only applicable if you have the survey integration.

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

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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Compliance Settings