Viewing a Pick List
Creating a Pick List
Duplicating a Pick List
Editing a Pick List
Deleting a Pick List
 

Pick lists are a powerful way to organize the organization’s standardized allowed metadata to be presented on a submission table. Users are able to select field values from a predetermined list which adds convenience in the submission process and provides consistent metadata values for accurate and cleaner reporting.

 For more information about Submissions, please read the Submissions Overview document.

Viewing a Pick List

To view a pick list:

1. Click Settings on the Navigation menu.
   
   
2. Click Pick Lists in the Elements Sub-Navigation menu.
           The Pick Lists page displays.

   

   You can review the following information about lists from the Pick Lists view:

   • Name
   • Created Date
   • Type
   • Description
     
     

   The sort feature is available for all columns. You can sort all columns in ascending or descending order.

Creating a Pick List

To create a Pick List:

1. Navigate to the Pick List menu.
   
   
2. Click Add New  to create a new Pick List.
   
   
   
3. Enter the Name of Pick List and Description in the designated fields.
    We recommend entering a description to make it easier to determine the use of the Pick List.
   
   
4. Select which Pick List Type you want to create.
   Options are:
   

6. It is recommended to rename each column for easy reference (e.g. Column 1=Social Platforms, Column 2=Social Platforms Abbreviation). Right-click the column header to rename the column.
   
7. Click Save.
   
    For more detailed instructions on using each of the pick list types see their respective articles:
   Pick Lists - Drop Down
   Pick Lists - Dependent
   Pick Lists - Drill Down
   
   
   

Duplicating a Pick List

To duplicate a Pick List:

1. Navigate to the Pick List menu.
   
   
2. Click the checkbox to the left of the Pick List to select a list.
   
   
   
3. Click Duplicate  to open the Edit Duplicated Pick List menu.
   
   
4. Edit the Pick List details to your preference. 
   
   
5. Click Save.
   
   
   

Editing a Pick List

To edit a Pick List:

1. Navigate to the Pick List menu.
   
   
2. Click the name of the Pick List you want to modify or click the checkbox to the left of the Pick List to select a list. Click Edit  to open the Edit Pick List menu.
   
   
   
3. Edit the Pick List details to your preference.
   
   
4. Click Save.
   
   
   

Deleting a Pick List

To delete a Pick List:

1. Navigate to the Pick List menu.
   
   
2. Click the checkbox to the left of the Pick List to select a list.
   
   
   
3. Click Delete  .
   A confirmation message displays.
   
   
   
4. Click Cancel to close the list without deleting it, or click Confirm to proceed and permanently remove the list.