The system uses two basic drop-down list types: business-data lists and option lists.
The drop-down list for a business-data list displays information added to the database by system users using data-input forms.
You can filter to reduce the number of items returned and displayed in the drop-down list. For more information, see Filtering a Drop-down List.
Right-clicking a business-data list field brings up a context menu that usually presents the Add, Details, Find, and Help commands. These commands, along with other features for using business-data lists, are basic aids to finding and entering information in the system. For more information, see:
While you are viewing a form containing a business data drop-down list, you or another user might edit the records in the original form from which the list is derived. Any new or removed records are not reflected in the list, unless you refresh it.
To refresh the list:
Perform one of the following actions:
The drop-down list for an option list displays a fixed set of options. These options are built-in to the system, rather than being created and stored in the database. You cannot usually change the options in these lists, and they usually have fewer than ten items.
The three statement cycle options Weekly, Monthly, and Quarterly are built-in to the system and cannot be changed or added to.
The right-click context menu for option-lists usually presents only the Help command. For more information, see Getting Help.
Changing the Cap on Drop-down Lists
Finding Details about a Value in a Drop-down List
Finding a Specific Value in a Drop-Down List
About Field Types and Background Colors
Changing or Deleting Field Values