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
1. Click on the "edit" link located to the right of the drop down list.
1. Settings > Lists.
2. From this screen, you are presented with a list of lists used in SAM. The lists shown are enabled and presented in alphabetical order. In each List's row, SAM shows the fields the list is used with and provides link to modify the list.
Sometimes, lists are used on multiple fields. The list will show what fields it's used on at the top of the form.
Common List Modifications
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.
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.
Entity/Record Linked Lists & List 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.