Using the Pick List detail view

Use the detail view to add, view, or modify information for a selected record. The detail view consists of information fields, tabs, and a user-defined middle section.

The system administrator and users with the appropriate role can access these features.

To access the Pick List detail view, from the Navigation Bar, select Administration, and click Pick Lists to access the Pick Lists list view. Click a pick list in the list, or use the Lookup to locate a pick list. The pick list information opens in the detail view. Use the Lookup to search for pick list records.

On this page, you can:

  • Click List view on the toolbar to switch to the list view.
  • Use the Lookup to search for pick list records.
  • Access a Group. See What are Groups?

The Task Pane contains the Common Tasks section. In this section, you can:

  • Add to Group
  • Remove from Group
  • Add Pick List

Information fields

The Pick List information fields contain the primary information about the pick list. See Pick List information fields

Detail View tabs

  • The Items tab is used to manage the items in a pick list. See Using the Pick List Items tab
  • The Aliases tab is used to manage pick list aliases. Pick list aliases allow multiple pick list names to use the same pick list and pick list items.

User Defined section

You can drag and drop tabs into the user defined middle section. See Dragging and Dropping