Lookup Lists - Revision history

Amy at 16:13, 20 February 2013

2013-02-20T16:13:10Z

Moha at 16:38, 9 June 2011

2011-06-09T16:38:44Z

Moha at 16:37, 9 June 2011

2011-06-09T16:37:16Z

Moha: Created page with "Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrato..."

2011-06-09T16:33:39Z

Created page with "Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrato..."

New page

Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrator.

View the following video or follow the instructions below to customize your Lookup Lists in SME.

<videoflash>IKmKGTeUlQE</videoflash>

<br>'''Customizing Lookup Lists'''

# In SME, select the '''Setup''' module.
# Click '''Company'''.
# Click '''Lookup Lists'''.
# Click '''Edit''' on the left.
# Select the label name assocaited with the drop down list you need to edit.
# On the right, you may see existing drop down values. Use the '''New''', '''Edit''' and '''Delete''' buttons (shown below) at the bottom to add a new value, edit a value or delete a value.

[[File:LookupLists_Add_Edit_Delete.jpg]]

<span style="color:orange"> **NOTE** </span> The values in the drop down list sort alphabetically. If you want them to display in a specific order, type a number in front of the value as shown in the image below.

[[File:LookupLists_Numbered(1).jpg]]

'''Delete a value in the Lookup List'''

# Click Edit in the Setup Module on the left.
# Select the label name associated wtih the drop down you want to delete.
# Select the value you want to delete.
# Click '''Delete''' at the bottom.
# If there is a record in SME with the value selected you are about to delete, you will receive a warning. If you choose to delete the value anyway, any record that had that value selected will now be blank.
# Click '''Yes''' if you want to go forward deleting the value.

'''Make a value in the Lookup List Inactive'''

Making a drop down value inactive will keep the value assigned to any existing record that has the value selected, but it won't be available in the drop down list for any new records that you create.

# Click '''Edit''' in the Setup Module on the left.
# Select the label name associated with the drop down you want to edit.
# Select the value you want to mark inactive.
# Click '''Edit'''.
# Uncheck '''Is Active'''.
# Click '''OK'''.
# Click '''Save''' in the Setup Module on the left.

← Older revision		Revision as of 16:13, 20 February 2013
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	Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrator.		Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrator.
		+
		+	Click '''[[SME Lookup Lists]]''' to read what all the fields in Lookup Lists are used for.

	View the following video or follow the instructions below to customize your Lookup Lists in SME.		View the following video or follow the instructions below to customize your Lookup Lists in SME.

@@ Line 25: / Line 25: @@
-<span style="color:orange"> **NOTE** </span> The values in the drop down list sort alphabetically. If you want them to display in a specific order, type a number in front of the value as shown in the image below.
+<br><span style="color:orange"> **NOTE** </span> The values in the drop down list sort alphabetically. If you want them to display in a specific order, type a number in front of the value as shown in the image below.
@@ Line 48: / Line 48: @@
-Making a drop down value inactive will keep the value assigned to any existing record that has the value selected, but it won't be available in the drop down list for any new records that you create.
+<br>Making a drop down value inactive will keep the value assigned to any existing record that has the value selected, but it won't be available in the drop down list for any new records that you create.
 #    Click '''Edit''' in the Setup Module on the left.

@@ Line 7: / Line 7: @@
-<br>'''Customizing Lookup Lists'''
+<br><br>'''Customizing Lookup Lists'''
@@ Line 17: / Line 17: @@
 #    Select the label name assocaited with the drop down list you need to edit.
 #    On the right, you may see existing drop down values. Use the '''New''', '''Edit''' and '''Delete''' buttons (shown below) at the bottom to add a new value, edit a value or delete a value.
@@ Line 25: / Line 26: @@
 <span style="color:orange"> **NOTE** </span> The values in the drop down list sort alphabetically. If you want them to display in a specific order, type a number in front of the value as shown in the image below.
@@ Line 30: / Line 32: @@
 '''Delete a value in the Lookup List'''
 #    Click Edit in the Setup Module on the left.
@@ Line 39: / Line 43: @@
 #    Click '''Yes''' if you want to go forward deleting the value.
 '''Make a value in the Lookup List Inactive'''
 Making a drop down value inactive will keep the value assigned to any existing record that has the value selected, but it won't be available in the drop down list for any new records that you create.