This article will explore how to create additional options under dropdown lists.Dropdowns are core fields within Gatekeeper that allow customisation for the options within those dropdowns.
- What dropdowns can be configured
- Where to access Dropdown Lists
- Adding Dropdown List items
- Adding list items from within a dropdown menu
- Editing List Items
- Deleting List Items
What dropdowns can be configured?
Several areas within the interface have configurable dropdowns. These 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'
All of these lists can be configured from the Dropdown Lists section.
Where to access Dropdown Lists
First, we head to Settings > Configuration:
Once in the Configuration area, select Dropdown Lists:
Adding Dropdown List items
Start by choosing the list that you want to configure. For this example, I’ll choose the Contract Type list found at the top of the page.
On the next screen, select Add > Add Dropdown Option
We then enter the Label of the new item to be created:
Upon saving, you’ll be taken back to the previous screen, and you should see your new Label in the list of labels for that particular dropdown list. Below you can see that I now have NDA as a list item.
Adding list items from within a dropdown menu
New list items can also be added directly from within the UI by using the Add New link found in most of the dropdowns.
You must have Administrator rights with access to Settings to use this feature.
When choosing an item from a dropdown menu, click the add new link to start adding a new list item.
A pop-up will appear where you can enter the new list item. After doing so, click Save
Upon saving, the new item will be added to the list and will automatically be selected as a chosen option for the record you were updating.
Editing List Items
You can edit list items by clicking on the ellipsis (3dots) to the label's right and clicking on Edit or Delete.
On the next page, you’ll be asked to confirm that you want to proceed. Click Yes to be taken to the next screen.
The following screen will look similar to the screen when you created the label. Change the label name and click Save to save your changes.
Deleting list items
To delete a list item, click the ellipsis (3dots) to the label's right and click on delete.
You cannot delete list items that are in use.
If the label is in use, the next screen will tell you which records are using the label. You can click on the record and remove the Label from where it is being used, or you can cancel.
Once the label has been removed from all records, you can then delete the label.