Set drop-down list field values in a subgroup

If you add a drop-down list field to an activity-specific information subgroup, you must then set the values that you want to include in the list of the field.

To add drop-down list values to a drop-down list field

  1. From the Administration menu, select Workflow & activity > Activity specific info.

  2. Select the group code and then the subgroup which contains the drop-down list field.

  3. Select the link for the drop-down list field with which you want to work.

  4. You can either specify a shared drop-down list or add the values manually:

    • To specify a shared drop-down list, select Use shared drop-down lists.

      • When you select this option, a search field enables you to search for existing shared drop-down lists. If you search for a shared drop-down list that does not match any existing shared drop-down lists, then the Shared drop-down list search page opens. Use this page to search for existing shared drop-down lists. If you search for a shared drop-down list that matches one existing shared drop-down list, then the existing shared drop-down list displays in the Activity specific info group code detail section.

      • If you search for a shared drop-down list that matches multiple existing shared drop-down lists, then the Shared drop-down list select page opens and you can select the desired drop-down list.

    • To add the values manually:

      1. Select the Drop-down list tab.

      2. Select New to add values.

        To remove a value, select the value and select Delete.