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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 Record Type list.
- Click the ellipsis on the right side of the AR Records Type selection and select Edit.
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 "Backup Documentation"
- 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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