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- To locate your picklists or make any system level changes, you will first need to be logged in as a System Administrator
- As a System Administrator you will see a Lock icon on the top left of the main toolbar Click the lock icon and select Administration from the list of options
- On the left side of the page you will see the different areas that can be modified. Select the Field Catalog area
- Across the top of the screen you will see three options; Fields, Table Fields and Lists. Select the Lists option on the right side.
- From the list of available lists to manage the locate the HR Document Type list you wish to modify. Note: do not modify the HR Record Type list unless you wish to change the HR Document Categories.
- Click the ellipsis on the right side of the the selected list and click Edit. in this example we will elect to modify an HR Payroll Type list
Modifying Picklists Values in the List Editor
- With the list editor open new picklist values can be easily added or deleted
- To Delete A Value - simply select the minus sign next to the value and the value will be removed
- To Add a Value - Select Add Value and a value named New Item will be added to the list.
- Click on New Value to change the value to the desired name such as "Wage Garnishment"
- Click Save and any new values will be added or removed values deleted the next time this list is accessed.
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Creating a New Picklist is an easy process using the same principles described above;
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