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Working with drop down lists

Most of the drop down lists on the platform present a long list of detail, depending on what the list is for. (For example, the list of employees in your organisation might be very long). Therefore, many of them allow you to type a term into the drop down box in order to filter for the item you’re looking for.

To select an option from a drop down list

  • Click on the drop down list
  • Click in the search bar and start typing
  • The options will be filtered to match the term as you enter it
  • When the option you want is visible, click on it to select

If the option is not listed

Some drop-down lists are pre-defined and cannot be easily changed. If you need an option added to one of these, you need to contact your Organisation Administrator (contact details are in the Service Center). For most others, you can obtain guidance as to what to do to get an option added (or even add the option yourself)

  • When the link is available, click on “The item I’m looking for is not on this list”
  • A window will open that will either present a form that you can use to add an option or it will give you instructions on what to do to have the option added.

For example: If your organisation allows its staff to add organisations or persons to the system, you will be able to create a record for that person or organisation using the form that will appear. Once you have added the person or organisation, they will immediately be available in the drop down list for selection.

lists.txt · Last modified: 2019/05/07 11:20 by admin