Lists contain pre-defined options for a field, so users are limited to specified data entry.
Managing Lists is an Admin function. Non-Full Admin Permission types can be given access by allowing "Edit Lists".

 

Access a List Common List Modifications

Infrequent List Modifications Linked Lists & List Filters

 

1. Click on the "edit" link located to the right of the drop down list.

- Or -

1. Settings > Lists. 3. Click on the list you want to edit. 



Sometimes, lists are used on multiple fields.​ The list will show what fields it's used on at the top of the form. 

 

 Edit List Item

Click the "Edit" link next to the list item that you would like to modify. You can rename, or modify list attributes (if shown), then press Save.  Editing a list item will update all the records referencing the list item.

List Attributes: a characteristic of the list item which affects the configuration the records with that list item as its value. Some attributes do not affect configurations, but are rather a tool for categorizing lengthy lists.

Add List Item

Name the list item, then Press Save. There is a limit on the number of characters that can be input on lists, but it's lengthy enough for short sentences. 

Edit List Item Order

Use the numbered drop-down box next to the item you wish to reorder. Select the position's number and SAM will reorder the list items. 

Enable/Disable List Item

Access under Advanced Options. Disabled items will not display when a user interacts with a list. Once you are past setup/implementation, we recommend using this function over Delete List Item. 


 

Infrequent List Modifications

Delete List Item: click Advanced Options, then "Delete Items" link. The page will refresh and there will be "Remove" links instead of the "Edit" links next to each list item.  SAM will prevent you from deleting List Items that are used in records. 

Set Default List Item: Lists allow you to set a "default list item", so that list item will be selected by default when adding new records. The default List Item can be changed once set. Default List Items only work for Drop-Down Lists​. 

Merge List Items: convert one list item into another. This action will replace all records that have the Merge From List Item value with the Merged To List Item. This action cannot be undone, so use with caution. 

1. Click Advanced Options in the side bar. Select Merge List Items.
2. Choose the Merge From and Merge To list items from the dropdown boxes.

3. Click Save. Read the pop-up Warning and click Confirm.

Edit List Name: Rename the title of the list. 

Bulk Insert: Multiple list items can be added at once. This may be helpful during implementation or for new programs to SAM. 
Click Advanced Options > Select Bulk Insert. Select CSL (Comma Separated List) or Line-Separated as the format method for entering multiple list items.  Copy/paste the items in the box.  Click Save.

Disable List: disables the list from being used with any fields. Once disabled, you can reenable using the same action.