Modify or rename a predefined list - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

Predefined lists are groups of values that a user can select for item properties. To modify or rename a predefined list in an application plan, complete the following steps.

  1. In Application Plan Designer, in the Screens pane, select the screen for which you want to modify map values.
  2. In the right pane, click the Map tab, and perform one of the following actions.
    Situation Steps
    Document Level
    • Double-click Document Name, Field1, Field2, Field3, Field4, or Field5.
    Folder Level
    • Double-click Folder Name.
    Record Level
    • Double-click Name, Field1, Field2, Field3, Field4, Field5, Author, Originating Organization, Addressees, Other Addressees, Media Type, or Format.
    Record Folder Level
    • Double-click Record Folder Name or Record Folder Location.
  3. In the <Property> Attributes dialog box, in the Source list, select Predefined List.
  4. In the Value list, select Edit Lists.
  5. In the Predefined Lists dialog box, select the list you want to modify, and click Modify.
  6. Optional. On the General tab, modify the name or the description of the predefined list.
  7. Optional. To add or modify list member values, on the List Members tab, perform any of the following actions.
    • To add a list member, in the Name field, type a list member value, and then click Add.
    • To change the location of a list member value, select the value, and then click Move Up or Move Down.
    • To remove a value from the list, select the value, and then click Remove.
    • To sort list member values in ascending or descending order, click the Name header.
  8. Click OK, Close, and OK.