Editing Filtered Pick Lists

About this task

Pick lists can be filtered, such that each value in one pick list can be assigned to one or more values in a parent list. This improves data entry as it allows available values to be filtered.

Procedure

1. In the Pick List dialog select an item from the Items list.

2. To edit the item name, click in the Value column and enter the name. You can press the Esc key to reset the item to its previous value.

3. To edit the item description, click in the Description column and enter the description. Item descriptions are optional but can help you to choose the right value when entering data in a record.

4. To add a new item, do one of the following:

   • Click on the row below where you want the new item, and then click Insert Row. Enter the name and description in the new blank row.

   • Click in the blank row at the bottom of the list. This adds a new item at the end of the list. You can then use the Move buttons to move the item to where you want it in the list (unless you are viewing all the items, in which case you cannot reposition the item manually).

5. To delete an item, select the row and click Delete. You can also right-click, and from the shortcut menu, select Delete or press the Delete key. If you delete an item that is assigned to multiple items, you will be given the option of removing the assignments but leaving the item in the list, or deleting the item altogether.

6. Click OK to confirm your changes and close the dialog.