18.5.5. Configuring List Fields

  1. To configure a fixed field of type List, click the icon in the Functions column on the right side. From this screen, administrators can configure the field using both checkboxes and the icons under the Functions column.

  2. Once you have clicked the icon, a window pops up which allows you to add or remove list items, select the default list item to be initially displayed, and change the order in which they appear in the list.

  3. To add an item, type the name in the Add Item field and click Add & Save.

  4. To delete an item, click the icon next to the field you wish to remove.

  5. To change the position of an item as it appears in the list, click the up and down arrows.

  6. To set a default value, select a value from the Default Value dropdown list.

  7. Color Coding and Style Coding can be enabled by clicking the appropriate checkbox. The colors (for color coding) can be set by clicking on the box to the right of each color field and fonts (for style coding) can be set by checking Bold or Italics. Click Save to save these changes, close the window and return to the main screen.

[Note] Note

Only one field can be style coded and one field color coded. Once you have selected a field to be ether color or style coded, the selection checkbox will be disabled for all other fields.

  1. Click the Save button to save settings, click Save & Next to continue to the next section or click Cancel to exit without saving the changes on the screen.

See Also:

Icons

Creating Binders

Shared Items

Fixed Fields

User-Defined Fields

Options

Rules

Bulk Processing

Email Capture