Administrator Guide 2017
List entries

List entries will appear in drop-down boxes and multiple-choice options so need to be clear but succinct.

                To view or amend a set of list entries, click on the 'list entries' link that corresponds to the list name (see picture).

Options to Add item, Delete (items selected by tick boxes) or Set to alphabetical order will be offered.

Main

Add or amend a list entry by clickin 'Add item' or on the entry to be amended. The pop-up shown on the right will appear

*Text Enter the text that will appear on the drop-down or multiple-choice item on the device.  This needs to be short but to the point.  This might be a part number such as 'TA4459' or a brief description '4mm tap washer' that differentiates this list entry from the rest.  If a fuller text is required this can be attached in additional attributes under expanded text (see below).
Associated numeric value/score

An integer associated with the list entry.  This could be a price (entered in pence) or a score for a risk assessment or other calculation.  This will be used if the corresponding list entry is selected when filling out the form.

Cascading child list

This is a different list associated with a particular list entry that will become available if that list entry is selected.  If the list entry being edited is Product Type A (from within a list of Product Types) then the cascading child list might include all the products that have a Product Type of A.  This would mean that when Product Type A was selected in the parent list, Products of Type A would populate the prompt for the child list.

A common example is when searching for a particular car.  An initial list would contain manufacturers and, on selection of (say) the Ford list entry, a second list (the cascading child list) would become populated with models (with list entries such as Cortina, Focus, Fiesta, Ka, Escort).  To extend the example, each of the model list entries might have a further cascading child list containing items such as Zetec, Titanium, Style, etc or MKI, MKII, etc.

To make this work on a template, two list Item types (most commonly drop-down list) need to be linked through the Item 'unique name' of parent item in the Advanced tab.  If subsequent levels are required, the unique name of the first child list becomes the named parent list of the next level.  In the above example, the model list names the unique name of the manufacturer list and the model style list names the unique name of the model list as a parent.

Sage code

A unique code for synchronising with a Sage system.  If you don't know what this means, then you should leave it blank.

Additional Attributes

Attach value(s) for attributes set up for this list.  For further information see Create List help pages, Concepts - Attributes and Concepts - Standard Attributes.

What appears on this tab will depend on what attributes were defined when setting up the list.  There may be more than one tab containing attributes that need to be filled in.

Typical attributes include 'value to use' which enables products to be priced for invoicing (see Calculated Value), associated image which attaches images for quick and easy identification in multiple choice questions (see Use images instead of lists or buttons) and expanded text to clarify the short text entered above.

See Also