Apply shared drop-down lists

After you create a task-specific information group and add a drop-down field to it, you must add values to populate the drop-down list. You can set up values individually or apply a drop-down list with preconfigured values, known as a shared drop-down list. This section provides instructions on how to apply shared drop-down list values to a drop-down list.

For information on how to create a shared drop-down list, refer to the Menu, tab, and drop-down list customization.

To apply a shared drop-down list

  1. From Civic Platform, select the user account icon and select Classic admin.

  2. Select Workflow > Task specific info.

  3. Enter the search criteria to find the group you need and select Submit.

  4. To see a list of all groups, select Submit without entering details about an individual group
  5. Select the red dot that appears next to the group that you want.

  6. Select the red dot next to the subgroup that contains the field for which you want to set drop‑down list values.

  7. Select Edit next to the drop-down list you want.

  8. Select the Use shared drop down lists option.

  9. Do one of the following:

    • Select Search to return all shared drop down lists.

    • Enter the first letter of the drop-down list or any other search criteria, then select Search.

  10. Select Select next to the drop-down list you want to apply.

    You can only select one shared drop-down list.

  11. Select Update.