When you apply a picklist to a record category type, record folder type, or record type, users can assign any access control markings contained in the picklist to instances of that type. To apply a picklist to a type, complete the following steps.
- In Perceptive ContentManagement Console, in the left pane, under Select Department, select a department from the list.
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In the left pane, expand Records.
Operation Process Apply a picklist to a record category type - In the left pane, click Record Category Types.
- In the Record Category Types pane, select the record category type in the list you want to assign a picklist to and click Modify.
- In the Modify Record Category Type dialog box, click the Picklists tab.
- Select the target picklist from the Available Picklists list and click the Add button.
- Click OK.
Apply a picklist to a record folder type - In the left pane, click Record Folder Types.
- In the Record Folder Types pane, select the record folder type in the list you want to assign a picklist to and click Modify.
- In the Modify Record Folder Type dialog box, click the Picklists tab.
- Select the target picklist from the Available Picklists list and click the Add button.
- Click OK.
Apply a picklist to a record type - In the left pane, click Record Types.
- In the Record Types pane, select the record type in the list you want to assign a picklist to and click Modify.
- In the Modify Record Type dialog box, click the Picklists tab.
- Select the target picklist from the Available Picklists list and click the Add button.
- Click OK.