Making Changes to your Drop Down Lists
During Phase 2 of your Implementation you'll have identified whether any new drop down lists are needed, along with the information that should be included within each.
To amend your Drop Down Lists, access your Eploy Core System and navigate to Admin > Drop Down Lists.
On the following page you'll see a drop down list at the top of the page - opening this will display all of the drop down lists within your system. Selecting any item will display the options contained within that list.
To amend an existing item, click on its name.
To add a new one, click New within the toolbar.
Tip within each drop down list you have the option to give each item an Order Number. This allows you to force the ordering of the items within the list. As a default, all drop down lists are ordered alphabetically. Forcing the ordering of the list will affect the list displayed within the system, but also will affect the ordering of the list when used within a Dashboard Widget.
Don't forget you don't have the ability to create new reportable drop down lists (you can create ad-hoc drop down lists when building forms, which we look at in a different article, but these are not reportable). If you want to have a new, fully reportable, drop down list in your system, you'll need to ask your Implementation Manager to create it for you.
Testing your Drop Down Lists
Whilst we always recommend testing any changes you've made to the system, Drop Down Lists don't need to be tested in isolation.
Tip to view many of the articles contained within our main Knowledge base you'll need to first access it via your Eploy Core System - log in, then use the ? icon within the blue bar and select Knowledge Base. If the link above doesn't work, please do this then try the link again - if it still doesn't work, please let your Implementation Manager know.