To start working with lists, go to Lists. To create a new list, do the following:
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Click Manage Lists.
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The List Manager screen will appear.
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Click Add New on the List Manager toolbar to open the Add List form.
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Specify information about your new list.
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Tip: Use auto-fill to automatically describe your new list using data from the recently created one. To learn more about each available field, see List Manager Reference.
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In List Data Separated By, select the list coverage:
- Company Wide – The list will cover all projects
- Project Specific – The data on the list will be separated by projects
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Click Submit.
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Check the description of the upcoming steps. Once ready, click Back.
The new list will appear on the List Manager screen.
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Configure fields
To configure fields for a list:
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On the List Manager screen, click Manage Fields in the Actions column on the row of the needed list.
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The Fields screen will appear.
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To configure a field, click Edit this record in the Actions column next to the needed field.
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The Edit Field form will appear.
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In Position on Edit, select the position where this field will appear on the Edit form for list items.
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In Field Name, specify a name for your field.
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In Field Type, select a field type:
- Text
- Check box
- Choice list
- Currency
- Date
- Numeric
- Percentage
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(Optional) In List of Values, specify which values will be acceptable for the field.
Tip: Separate values with semicolons or place each value on a new line. -
Select Locked to forbid other users to apply changes to this field.
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Select On Listing for the field value to appear on the list screen.
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Select On Edit for the field value to appear on the Edit form for the list item.
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Select Required to always require some input in this field for the new list items.
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In Default Value, specify a default value for the field.
Tip: You can click the ellipsis button to select the default value from the attached list of tokens. -
In Minimum / Maximum Values, specify the minimal and maximal values for the field.
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Once ready, click Submit.
Repeat the procedure above for all fields you want to add to the list.
Add items to a list
To add an item to a list:
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Go to Lists > Lists and select the list you want to add an item to from the List drop-down menu.
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Click Add New in the top right corner of the Lists screen.
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If you are adding an item for the first time, the Title Setup dialog will appear. Use it to configure the custom title string for your list. For more information, see below.
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Specify the needed data in the fields of the Add form.
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Once ready, click Save and Close.
Grant permissions
In order for the other users to be able to work with your list, you need to provide them with security permissions.
To learn more, see List Manager.
The Title Setup dialog
In the Title Setup dialog, you configure a custom title string for your list. It appears when you add an item to a list for the first time.
The fields selected in this dialog appear when you search for items from the list. List items will also be sorted by the fields you selected there.
To modify the title setup later, go to Tools > Title Setup.
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