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Sara Shepherd
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Lists contain pre-defined options for a field, so users are limited to specified data entry.
Managing Lists requires Full Admin permissions.

Access Lists 

You have a few options for accessing lists. 

1. Click on the list field and access the Field Properties Screen. Click on the link for the List the field is using. 

2. Click on the "edit" link located to the right of some drop down lists. A pop-up of the list management will open. 

3. Settings > Lists
From this screen, you are presented with a list of lists used in SAM. The lists shown are enabled and presented in alphabetical order. 
 
 

List Management Screen 



Sometimes, lists are used on multiple fields.​ At the top of the list, SAM will show all fields referencing the list. 

 

Common Changes

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 are 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. 



 

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. 

 

Advanced Changes

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 two list items into one. This action will replace all records that have the Merge From value with the Merged To value. 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. 

 

Big Search Lists & Filters  

Some fields are setup as Lists or Big-Search-Lists to link Records. A filter may be applied to the List to only present certain Records/values to the user. For example, on the child form, the Case Worker field will only list Persons that have Person type = Case Worker.  If a Record is not listed in the list, open the entity’s form and add that function type to the entity.



Beneath the field entry, a hint will be shown to assist users. 

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