Page 14 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Value Lists
Value lists are a set of dropdown options across different record types. You can choose
between Single-Select and Multi-Select functionalities in the Preferences section. You
can add, remove, or edit a value within a section by finding a button labeled +Add, a
"new" value button, or a text field that says New Value, accompanied by a Save button.

Some Value Lists come pre-configured, while others can be customized. Remember
that some Value Lists are shared across different record types, so modifying them
affects all records that use those values.

Deleting a value from a value list already selected in a record creates a ghost
association where the value still appears but does not exist in the database.

Tour 1.3 – Locate value lists and explore functionality

Activity 1.4 – Open the Primary Categories value list and
remove an item

Activity Steps

1. Click the Administration button
a. Hover over General Administration
b. Select Value Lists from the secondary dropdown menu
2. Scroll down to the PROJECTS section and Open Primary Categories
3. Find Agricultural at the top of the list and click delete
4. Click OK in the pop-up window to confirm

Activity 1.5 – Open the Regions value list and disable an item

Activity Steps

1. Click the Administration button
a. Hover over General Administration
b. Select Value Lists from the secondary dropdown menu
2. Open Project Region in the PROJECTS section
3. Find Caribbean near the top of the list and click the Viewable eye icon to toggle
it off
4. Click the Save button at the top of the screen

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