Editing Lookup Lists

This section will walk you through the process of editing Lookup List Tables. These tables are normally accessed from detail pages throughout the system as dropdown lists. Dropdown lists appear as blank fields with an arrow at the end of the field. Clicking on the arrow will open the dropdown list so you can select from the active values on the Lookup List.

NOTE: Be advised that Lookup List Changes are done at the client level and will affect all sites.

Editing Lookup Lists

1. Click Configuration| Lookup Lists 

2. Select the Lookup List you want to edit from the Description dropdown list 

3. Click Add or the plus to add a new value to the Lookup List

4. Click pencil to edit an existing value in the Lookup List

5. Click trash to remove a value from the Lookup List

6. Click save to save your changes

Inactivating Values:

Inactivating a value will remove the value from the dropdown list but retain the information on the list if you want to reactivate the value at a later date.

1. Click pencil 

2. Change Inactive to True 

3. Click Update