Form List Editor

(v3.4) The Form List Editor allows you to edit lists used on forms in your system.

You need the "Form List Editor" permission to be able to see this page

If you have the permission, you can open the page from the dashboard menu.

1. The name of the list

2. The department that holds the form that has the list

3. The form name that has the list

Edit a List

Edit a List

Click the edit icon next to the list.

1. The name of the list

2. Button to add new list item

3. The list of items

4. Reorder buttons

Add new list item

Add new list item

First, click the Add new record button. This will add a new row into the grid.

Enter a value, and display text

Finally, click the Save button.

Reorder list items

Reorder list items

The order you see the items in the grid is the order that will show in the drop down/ list on the form.

To reorder, first select the list item to move.

Next, click the up or down arrow to move the list item up or down.

Finally, click the Save button to save the changes

Delete a list item

Delete a list item

First, click the x icon to delete the list item from the grid.

Then, click the Save button to save the change.

Notes and Warnings

Notes and Warnings

Changes to a list will reflect all forms that uses that list. In the example above, if the AM/PM list is changed, it will be seen on the Assistance Request Dialog and Nested Program forms.

Removing or changing a value on a list will cause problems if that value was selected previously on a form.

The value of the list is saved when selected on a form. If you remove/change that value, and open the form, it will no longer be there. Saving that form will remove the previously saved value.

It is recommended that you do not remove/change existing items unless you know for sure that it has not been used.

Editing either form under the list heading will update the same list. The grid displays all forms that contains the list. They are not separate lists.