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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

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Create your Own values:

  1. Click + to Add new List
  2. Give the list a name.
  3. Add values
  4. Choose default (optional)
  5. Click + to add the values to the new list
  6. Save
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OR:

Source from User List:

  1. Click + to Add new List
  2. Give the list a name.
  3. Select List Type: Source from users list
  4. Add values
  5. Choose default (optional)
  6. 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. 

  1. Click + to Add new List
  2. Give the list a name.
  3. Select List Type: Source from DISTY List
  4. Click + to select from existing Distribution Lists
  5. Choose default (optional)
  6. Save
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