Configure Dropdown Lists

This article will explore how to create and edit additional options under dropdown lists.

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Estimated Read Time: 3 Minutes


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Which Dropdown Lists Are Configurable?

Dropdown lists are core fields within Gatekeeper that can be customised to include specific options.

Dropdown lists that are configurable include:

  • Contract Type
  • Supplier Type
  • Event Type
  • Track Type
  • Project Type
  • File Type
  • Risk Type

For example, you can create an additional Contract Type of Non-Disclosure Agreement.

Configure Dropdown Lists

  1. From the navigation menu, expand the Settings option, then click Configuration.
  2. Click Dropdown Lists.
  3. Click the name of the list you want to configure.

Add an Option

To add a new option:

  1. Click Add Dropdown Option.add dropdown
  2. Enter the label name.
  3. Click Save.

Edit an Option

To edit an existing option:

  1. Expand the 3 dots and select Edit.edit dropdown option
  2. Click Yes to confirm.
  3. Update the label and click Save.

Delete an Option

To delete an existing option:

  1. Expand the 3 dots and select Delete.delete dropdown option-1
  2. If the label is in use, the next screen will tell you which records are using the label. Click on the record and remove the label, or cancel the deletion.
    Dropdown6

Where you have list items that are used extensively throughout Gatekeeper, that you need to remove, it's recommended to use the export/import method to change this value in bulk.


Add Options From Within a Dropdown List

New list items can be added directly when adding or amending records.

Users require the Administrator role with Configuration permissions to do this.

When selecting an item from a dropdown list, click Add New to create a new option.

add new dropdown optionA pop-up will appear where you can enter the new list item, then click Save

 

The new item will be added to the list and will automatically be selected as the chosen option for the record you were updating.