Edit Lists

Applies to QAComplete 12.71 SaaS & On-Premises, last modified on January 25, 2021

You can modify an existing list in several ways:

Edit a list record

To edit a list record:

  1. Go to Lists > Manage Lists.

    Lists: The Manage Lists button

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  2. On the List Manager screen, click Edit this record in the Actions column next to the list you want to edit.

    List Manager: The Edit this record button

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  3. On the subsequent Edit List form, make the changes you need.

    List Manager: The Edit List form

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    To learn more about the fields available on the form, see Manager Reference.

  4. Click Submit.

Delete a list

To delete the list from QAComplete, click Delete on the Edit List form.

Edit advanced properties

To edit advanced properties of a list:

  1. Go to Lists > Manage Lists.

    Lists: The Manage Lists button

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  2. On the List Manager screen, click Advanced List Setup Options in the Actions column next to the list you want to edit.

    List Manager: The Advanced List Setup Options button

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  3. The Edit Properties form will appear.

    List Manager: The Edit Properties form

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    In Listing Screen Caption, specify a title for the list screen.

  4. In Edit Screen Caption, specify a title for the Edit form of the list items.

  5. In Behaviors, specify which functionality will be available for the list items:

    Option Description
    Allow Fast Edit Defines whether the fast edit functionality will be available for the list items.
    Allow File Attachments Defines whether the file attachments will be available for the list items.
    Allow Notes Defines whether the comments will be available for the list items.
    Display Addresses Tab Defines whether the Addresses tab will be displayed on the Edit form for list items.
    Display History Tab Defines whether the History tab will be displayed on the Edit form for list items.
    Links Defines whether the items of the list can be linked to other QAComplete items.
  6. Once ready, click Submit to apply the changes.

Edit list fields

To edit list fields:

  1. Go to Lists > Manage Lists.

    Lists: The Manage Lists button

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  2. On the List Manager screen, click Manage Fields in the Actions column next the list you want to edit.

    List Manager: The Manage Fields button

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  3. On the Manage Fields screen, click Edit this record in the Actions column next to the field you want to edit.

    Fields Screen: The Edit this record button

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  4. Make the changes you need.

    Fields Screen: The Edit Field form

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    Tip: To learn more about the fields on this form, see Add Lists.
  5. Click Submit.

Edit list items

To edit a list item:

  1. Go to Lists > Lists and select the list containing the item you want to edit from the List drop-down menu.

    A list on the navigation panel

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  2. The list items will appear.

    Lists Screen: The Edit, Print, and Email buttons

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    On this page, you can do the following using the buttons in the Actions column:

    • To edit an item, click

    • To view an item in an easy-to-read printable form, click

    • To email an item to someone, click

  3. To open the Edit form for a specific item, click in the Action column.

  4. The Edit form will appear.

    Lists Screen: The Edit form

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    Tip: To delete the item, click Delete at the top of the screen.
  5. Once ready, click Save and Close.

See Also

Add Lists
About Lists

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