This section is used to create and manage choice lists that are used to populate dropdown list boxes in forms and within the application itself. Changes and additions to choice lists are immediately available within eCASE. This allows administrators to manage dropdown list values without having direct access to the form itself.
Navigate to Settings > Setup > Choice List, to view all the choice lists available.
Creating a New Choice List
Navigate to Settings > Setup > Choice List > New.
Fill in the fields, as described below:
Field | Description |
Choice List Name | The identifier/name of the choice list. For Example, If I want to create a choice list that include a list of issues I will be using for a help desk, I can name the choice list “Help Desk Issues” |
Choice List Internal Name | The internal name of the choice list will automatically populate. You will be using the choice list internal name in your form to autopopulate drop down list fields. |
Choice List Type | If you will be manually managing the values of your choice list, select “User Defined” as your choice list type. |
Display Type | If you want your choice list to display its values alphabetically, select “Alphabetic Order” as your Display Type. If you want to manage the display order of your choice list manually, select “Custom Order.” Custom Order will display the order based on the list in Manage Values. |
Index Type | Change the index type from numbers, alphabets, and roman numerals. |
Parent Choice List Name | If you wish to make your choice list dependant on another choice list, select the choice list from the drop down list. Add the relationship in Choice List Relations. |
In Use | States no or yes. |
Once you have entered all the information above for you new choice list, click Save.
Managing Choice List Values
1. Navigate to Settings > Setup > Choice List > [Select Desired Choice List] > Actions > Manage Values.
2. Here you will be able to view all the available choice list values for the selected choice list, as well as the Order of appearance and the status (Active or Inactive).
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Adding a New Choice List Value
Navigate to Settings > Setup > Choice List > [Select Desired Choice List] > Actions > Manage Values > New. Here you will be able to enter all the information of your new choice list value.
The fields on this screen are described below:
Field | Description |
Choice List Value | This will be the display name of the value being added. |
Internal Name | This will autopopulate based on the Choice List Value entered above. |
Description | A brief description or explanation of the choice list value being added. |
Editing a Choice List Value
Navigate to Settings > Setup > Choice List > [Select Desired Choice List] > Actions > Manage Values > [Select Desired Choice List Value] > Actions > Edit. Here you will be able to edit the information of your choice list value.
NOTE: Only the Choice List Value will be able to be changed, the Internal Name of a choice list cannot be changed.
New choice list values will be active by default. To inactivate a value, uncheck the Active checkbox.
Choice Lists
This section is used to create and manage choice lists that are used to populate dropdown list boxes in forms and within the application itself. Changes and additions to choice lists are immediately available within eCASE. This allows administrators to manage dropdown list values without having direct access to the form itself.
Navigate to Settings > Setup > Choice List, to view all the choice lists available.
Creating a New Choice List
Navigate to Settings > Setup > Choice List > New.
Fill in the fields, as described below:
Field | Description |
Choice List Name | The identifier/name of the choice list. For Example, If I want to create a choice list that include a list of issues I will be using for a help desk, I can name the choice list “Help Desk Issues” |
Choice List Internal Name | The internal name of the choice list will automatically populate. You will be using the choice list internal name in your form to autopopulate drop down list fields. |
Choice List Type | If you will be manually managing the values of your choice list, select “User Defined” as your choice list type. |
Display Type | If you want your choice list to display its values alphabetically, select “Alphabetic Order” as your Display Type. If you want to manage the display order of your choice list manually, select “Custom Order.” Custom Order will display the order based on the list in Manage Values. |
Index Type | Change the index type from numbers, alphabets, and roman numerals. |
Parent Choice List Name | If you wish to make your choice list dependant on another choice list, select the choice list from the drop down list. Add the relationship in Choice List Relations. |
In Use | States no or yes. |
Once you have entered all the information above for you new choice list, click Save.
Managing Choice List Values
1. Navigate to Settings > Setup > Choice List > [Select Desired Choice List] > Actions > Manage Values.
2. Here you will be able to view all the available choice list values for the selected choice list, as well as the Order of appearance and the status (Active or Inactive).
Adding a New Choice List Value
Navigate to Settings > Setup > Choice List > [Select Desired Choice List] > Actions > Manage Values > New. Here you will be able to enter all the information of your new choice list value.
The fields on this screen are described below:
Field | Description |
Choice List Value | This will be the display name of the value being added. |
Internal Name | This will autopopulate based on the Choice List Value entered above. |
Description | A brief description or explanation of the choice list value being added. |
Editing a Choice List Value
Navigate to Settings > Setup > Choice List > [Select Desired Choice List] > Actions > Manage Values > [Select Desired Choice List Value] > Actions > Edit. Here you will be able to edit the information of your choice list value.
NOTE: Only the Choice List Value will be able to be changed, the Internal Name of a choice list cannot be changed.
New choice list values will be active by default. To inactivate a value, uncheck the Active checkbox.