Edit Lists

Applies to QAComplete 12.31 On-Premises, last modified on April 22, 2021

There are multiple methods you can use to modify an existing list:

Edit a list record

To edit a list record:

  1. Go to Lists.

  2. On the navigation panel to the left, click Manage Lists.

    Lists: The Manage Lists button location

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

    List Manager: The Edit this record button location

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  4. On the subsequent Edit List form, apply 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.

  5. Click Submit.

Delete a list

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

Edit advanced properties

To edit advanced properties of the list:

  1. Go to Lists.

  2. On the navigation panel to the left, click Manage Lists.

    Lists: The Manage Lists button location

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  3. On the List Manager screen, click Advanced List Setup in the Actions column near the list you want to edit.

    List Manager: The Advanced List Setup button location

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  4. The Edit Properties form appears.

    List Manager: The Edit Properties form

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

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

  6. 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.
  7. Once ready, click Submit to apply your changes.

Edit list fields

To edit list fields:

  1. Go to Lists.

  2. On the navigation panel to the left, click Manage Lists.

    Lists: The Manage Lists button location

    Click the image to enlarge it.

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

    List Manager: The Manage Fields button location

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

    Fields Screen: The Edit this record button location

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  5. Apply 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.
  6. Click Submit.

Edit list items

To edit list items:

  1. Go to Lists.

  2. On the left navigation panel, select the list that contains items you want to view and click its name.

    The list on the navigation panel

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  3. The list screen appears.

    List Screen: The Edit, Print, and Email buttons

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    From there, you can perform the following actions using the buttons in the Actions column:

    • To edit the item, click Edit this record
    • To view the item in an easy-to-read printable form, click Printer Friendly
    • To email someone about the item, click Email
  4. To open the Edit form for a specific item, click Edit this record in the Action column.

  5. The Edit form appears.

    List Screen: The Edit form for the item

    Click the image to enlarge it.

    Tip: To delete the item from the list, click Delete on the Edit form.
  6. Once ready, click Submit.

See Also

Add Lists
About Lists

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