The List Manager Settings lets you create a predefined Project pick list that can be selected from the dropdown.
To get started, go to "Project Settings" and select the "List Manager" option.
- The List Manager lets you create new lists that can be configured as picklist options for a text field under any Smartapp in your Project. There are 10 pre-populated Lists in the List Manager. To view any list, simply click on a List Name in the left column. The List Values for the selected List will populate in the right window as shown below.
HOW TO CREATE A LIST IN LIST MANAGER
- To create a new list, click on the "Add here..." option to Add a New List. If you would like to Filter your New List by one of the other lists, simply click on the Filter By Option and select the List you would like to filter by. Selecting a Filter By List is not a required step.
- With your New List Added and Selected, in the Right Value Column, click on the "Add here..." and add your List Items. You have the option to add as many List Items as you want!
HOW TO USE CATEGORIES AND TYPES IN LIST MANAGER
Your List Manager now supports “Categories” and “Type” of lists!
All your lists can be associated with a category during creation and once the list is created, it will be assigned a ‘Type’.
‘Categories’ displays which category the list belongs to.
A list can be assigned more than one category, and it is a mandatory field during the creation of the list.
‘Type’ is any list available by default in the project of type 'System'.
Any list created by users is the User list.
The following Categories are currently available and you create additional categories if you need them!
Budget Top Segment
Budget Cost Code
Time & Attendance
HOW TO CREATE A NEW LIST:
In List Manager, select the parent list in the 'Filter By List' column
Click on the 'Categories' field
In the list of default categories, chose the ones to assign to the list
If the category is not listed, enter the category name in the search field and click on the ‘+” button to create a new category
Note: Category selection is mandatory and if a category is not picked, the list will not be created and the field will then turn RED.
HOW TO MANAGE CATEGORIES:
In List Manager, click on the “Manage Category” icon
In the new popup, click on the "+" button to create a new category (this will be created as a 'User List' type category)
'System List' Categories can not be edited or deleted. When a system list category is selected, the 'Edit' and 'Delete' buttons are disabled
Type in your new category and click the blue “ADD” button
Bonus tip: If you would like to filter your list, simply click the filter icon in List Manager. Here, you can select and unselect categories to show the selected categories in List Manager.
Last Updated: Feb-19-23