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This article provides steps to set up “Lists”. Using a list takes out any risk of typos as it gives the user a list of pre-existing values to choose from, rather than typing in the values.
Below are three options you can choose from.
To create a new list navigate to the Lists screen
Create your Own values:
- Click + to Add new List
- Give the list a name.
- Add values
- Choose default (optional)
- Click + to add the values to the new list
- Save
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OR:
Source from User List:
- Click + to Add new List
- Give the list a name.
- Select List Type: Source from users list
- Add values
- Choose default (optional)
- Save
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OR:
Source from DISTY (Distribution) List:
Not used often but if you had a Contractor / Engineering Partner this will allow you to choose their distribution list.
- Click + to Add new List
- Give the list a name.
- Select List Type: Source from DISTY List
- Click + to select from existing Distribution Lists
- Choose default (optional)
- Save
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