Edit Pick or Name Lists in Case View

A field may include a list of values from which you pick a needed value. A pick list is unique to the field. A name list is one list that is used for all fields sharing common values (such as email To, From, CC/BCC, and Reply To fields).

If a field is a MULTI_VALUE type, you can select multiple values. you can edit a pick list or name list.

Use the following procedures to work with pick or name lists in the case table.

TIPS: In the following steps, instead of double-clicking a field, you can click the field and press the F2 key or right-click and select Toggle Edit Mode. Also, this procedure assumes you are not already in Edit mode. If you are already in Edit mode, access a field by tabbing to it in the row you are editing or using other keyboard shortcuts.

Open the Review Module

To Begin:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

Edit Single Value Lists

To edit a SINGLE_VALUE field that has been defined as a pick or name list:

  1. Double-click the field to be edited.

  2. Click corresponding to the field, then scroll in the list and click the needed value.

  3. If the needed value does not exist and you have the needed privilege, double-click in the field, enter the new value, and press Enter.

  4. Click Yes in response to the confirmation message. The new value will be selected and the next field will be selected for editing.

  5. Continue editing or use keyboard shortcuts to navigate in the table or stop editing.

TIPS:

  • If you add a new value(s) to a pick/name list, make sure that each value is selected for at least one record before you quit Review. Otherwise, unused values will not be saved.

  • To delete a value completely from a pick/name list, it cannot be selected for any record. Therefore, change it to another value for all records for which it exists, then save and quit Review. When you restart, the value will no longer be in the list.

Select a Single Value for a Multi-Value Pick/Name List

To select a single value for a MULTI_VALUE field that includes a pick or name list:

  1. If nothing has been selected yet:

    1. Double-click the field and scroll in the list to locate a needed value.

      2. TIP: For long lists, if you know the starting letter of a needed value, type it to “jump” to that location in the list, then go to the next step.

    2. Double-click the value.

    3. Press the Tab key (or Shift+Tab) to complete the selection and navigate to the next (or previous) field in the row and continue editing.

  2. If a value needs to be changed:

    1. Double-click the field and clear the option box(es) for the selected item(s).

    2. Click the field and press Enter. The list displays.

    3. Double-click the needed value.

    4. Press the Tab key (or Shift+Tab) to complete the edit and navigate to the next (or previous) field in the row and continue editing. Or use other keyboard shortcuts to navigate in the table or stop editing.

  3. If a value is missing and you have the needed privilege, add it as follows:

    1. Double-click in the field and review the list to ensure the value does not exist.

    2. In the blank field, enter the new value and press Enter.

    3. Click Yes in response to the confirmation message.

    4. Press the Tab key (or Shift+Tab) to complete the edit and navigate to the next (or previous) field in the row and continue editing. Or use other keyboard shortcuts to navigate in the table or stop editing.

Select Multiple Values for a Multi-Value Pick/Name List

To select more than one values for a MULTI_VALUE field that includes a pick or name list:

  1. Double-click the field.

  2. Scroll in the list to locate the first value.

  3. Double-click the value, then press Enter to bring up the list again.

  4. Repeat steps 2–4 to select other needed values. All currently selected values will be listed.

  5. If a value is missing, add it as follows:

    1. Double-click in the field. It may or may not be blank.

    2. Enter the new value and press Enter.

    3. Click Yes in response to the confirmation message.

    4. Repeat to add other missing values.

  6. After all values have been selected, review the list of selected values.

    7. TIP: Clicking in the field and pressing Enter will toggle between the list of all values and the list of selected values.

  7. To remove one or more values, clear the option box(es).

  8. When the list is complete/correct, click in the field and press the Tab key (or Shift+Tab) to complete the edit and navigate to the next (or previous) field in the row and continue editing. Alternatively, use other keyboard shortcuts to navigate in the table or stop editing.  

 

Related Topics

Work at the Case-Level in Case View

Work on Records in the Case View/Case Table