Create Lists for Custom Fields

This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values.

To create a new list, navigate to System Menu > Admin > Customization > Custom Lists (for Fields).

Create your own values:

  1. Click "+ Add" to create a new list
  2. Give the list a name
  3. Choose the "Create own values" list type
  4. Add new values, clicking the save button to add each new value
  5. Choose default value (optional)

Source from users list:

  1. Click "+ Add" to create a new list
  2. Give the list a name
  3. Choose the "Source from users list" list type
  4. Click the "+ Add" button to users
  5. Choose default value (optional)

Source from DISTY (distribution) list: 

  1. Click "+ Add" to create a new list
  2. Give the list a name
  3. Choose the "Source from DISTY list" list type
  4. Click the "+ Add" button to add a distribution list
  5. Choose default value (optional)

Not commonly used, but if you had a Contractor / Engineering Partner, this option would allow you to choose their distribution list.