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Data Lists

Data Lists are customizable dropdown lists used throughout the application to maintain consistency in data entry.

Data Lists

Types of Data Lists

System Lists

System lists are pre-configured lists that are essential for the application’s core functionality. These lists cannot be renamed or deleted and are identified by the application itself.

Examples include:

Non-System Lists (Custom Lists)

Non-system lists are custom lists that administrators can create to meet specific organizational needs. These lists are identified by a dataListKey that starts with the “user-“ prefix.

Non-system lists can be:

Managing Data Lists

  1. Navigate to Administrator Tools > Data Lists.
  2. Select the data list you want to manage from the available lists.

Creating a Non-System Data List

  1. Click the Create Data List button at the top of the page.
  2. Enter a unique Data List Key that starts with “user-“ (e.g., “user-myCustomList”).
  3. Enter a Display Name for the list (e.g., “My Custom List”).
  4. Click Create Data List.

⚠️ The Data List Key cannot be changed after creation.

Renaming a Non-System Data List

  1. Find the non-system list you want to rename (marked with a “Custom” tag).
  2. Click the Rename List button.
  3. Enter the new display name.
  4. Click Update Name.

Note: Only non-system lists can be renamed. System lists maintain their original names.

Deleting a Non-System Data List

  1. Find the non-system list you want to delete (marked with a “Custom” tag).
  2. Click the Delete List button.
  3. Confirm the deletion.

⚠️ Deleting a data list will also delete all items in that list. This action cannot be undone.

Adding a Data List Item

  1. Select a data list.
  2. Click the Add Item button.
  3. Enter the item details.
  4. Click Add Item to add the item.

Editing Data List Items

⚠️ When editing data list items, never change the meaning of the item.

  1. Select a data list.
  2. Click on the item you want to edit.
  3. Update the information.
  4. Click Update Item to apply changes.

Reordering Data List Items

  1. Select a data list.
  2. Use the drag-and-drop interface to reorder items.
  3. The order determines how items appear in dropdown lists.