The use of lists in fields is essential to any ECM strategy. Lists provide a high level of standardization allowing users to quickly index and retrieve information quickly with little or no interpretation of how it should be named. Lists can optional be presented as the standard drop variety or as a "type ahead" where users begin entering a few characters to be presented with the available options. Selecting your preferred option for working with lists is determined during field configuration.
Lists can also be bound to another application, like your financial or human resources application so that maintenance of the list is performed in only one place and the lists are always in sync.
- On the Field Catalog toolbar, click Lists.
- A list of any existing Lists in the database will appear.
- To create a new List, click the orange Add button found in the bottom right corner of the screen.
- Enter a name for the new List in the List Name box.
- Click the Add Value button and enter a value in the New Item box.
- To add more values to the List, repeat step four.
- To delete a value, click the Delete (minus sign) button to the left of the value.
To draw the List data from an assembly bound list, with real time binding to a source, like vendor list in Intuit QuickBooks®, do the following
- Click the Assembly Binding button.
- Enter the local path in the Assembly Path box.
- Enter the assembly parameters in the Assembly Parameters box.
- Click Load Data to test the List.
- Click Save.
