Selection lists

Go to the 'Selection lists' page in the menu on the left. Click on the + button to create a new selection list (dropdown). Enter a name for the drop-down list.


Set up columns
Determine which columns you want to see in the overview of the relevant selection list. Click on “Add column” to select an object field that you want to see in the overview. Columns you set here are shown to all users by default. You can adjust the columns while managing a procedure, but they remain visible during the relevant session.


Permissions
You can set read and write permissions per user (Administrator, editor, employee or analyst) and determine who you want to give access to this drop-down list. Then click “Save” to save the selection list.


Add topics (with associated object fields).
Click on 'edit structure' behind the name of a selection list. Here you set topics/categories (with associated fields). On the right side you will find all available topics, on the left side you will find the topics that belong to the 'current structure'. To add a topic to the current structure on the left, you must first click on the 'Edit' toggle button at the top right. You can then move a subject from right to left using the arrows. You can also drag it from right to left and drop it where you want it. You can also determine the order of the topics/categories by dragging and dropping.

If you want to create a new topic, click on the gear next to the title 'Pick-down lists'. You will receive an overview of the already existing topics. Click on the + button to create a new topic. You can optionally set the read and write permissions of a topic.


What are drop-down lists useful for?
Drop-down lists are used to let users select a value instead of entering it manually. This can prevent spelling errors and make it possible to link additional information to values (terms).

Examples
For example, you can create a list of institutions that you borrow from and/or lend to. Your users only need to select the instance name. Linked to the agency are, for example, the address details, the contact person, telephone numbers and/or e-mail addresses. Or do you use a lot of Latin names? Then drop-down lists are useful because you can be sure that other users cannot make spelling mistakes.


Link selection list
You can set a drop-down list that you have created yourself for your users. You do this by adding a new field type to a topic (e.g. to Identification or Valuation). Enter a name for the field and select the "Poplist" type. A list will now appear with all the drop-down lists that you can select.


Advanced dropdown lists
By default, users are presented with a standard dropdown to select from your drop-down lists. However, for list boxes with many items, you can set up an advanced list box. When the user opens this drop-down list, the user has the option to search and filter within the drop-down list, as is the case with an extensive search for descriptions or objects.

You can optionally select additional settings such as "Do not change type" or "Do not duplicate".