Updating Dropdown Types

 

Navigating to the Types section


  1. Click Admin of the left hand menu to navigate to the Admin Section.
    Admin_Button.png
  2. Click Types on the left Admin menu.
    admin_types_menu_item.png
  3. Use the Select Type drop down to select the field you want to edit or add to.
    types_drop_down.png
  4. This will load the current drop down options for the selected field.

Add New Type Options


  1. After selecting a type, fill out the form above the already added types
    add_new_type_form.png
    • Name: The name of the new Type
    • Date Created: The date the type was created (defaults to the current day)
    • Last Modified By: The name of the user creating the type (defaults to the signed in user)
    • Master Type: If the type you are adding uses Master Types, select the appropriate Master Type for the new type you are adding.
    • Active?: The status of the type (can be Active or Inactive (unchecked). Will default to Active when creating a new type.)
  2. Click Add.

Master Types

Some fields allow you to select a Master Type. Master Types are useful for categorizing your field options and to standardize your reporting.

Arranging Field Options


  • You can arrange your field options alphabetically by clicking on Sort All. 
  • You can also customize the order of field options by dragging an option and placing it in a new location in the list.

Removing Options from a Drop Down


  • Use the Active? column next to each option to remove or show that option in the drop down.
    • No: This option will remove the selection from the drop down list.
    • Yes: This option will show the selection in the drop down list.

Note: Selecting No will keep any existing field data intact.

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