Custom List Management

To enable a list-type custom field, you must first create a custom list. These lists allow your collaborators to select a value from several options that have been predefined by a super administrator. 

This article covers the following topics:

• Create a custom list.
• Edit a custom list.
• Delete a custom list.

Related articles:

• Advanced Custom Field Management

Create a custom list

Essential criteria:

• The user must have the permission to create customizable lists enabled.

Steps to create a custom list:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Custom lists menu.
3. Click the New list button.
4. Enter the name for the custom list.
5. Optional: You can also add notes if necessary.
6. Click the Create button. This will display the Items section on the right side of the screen and show the following message.
7. To add items to the list you just generated, follow the steps in the next section. 

Edit a custom list

Essential criteria:

• The user must have the permission to edit customizable lists enabled.

Steps to edit a custom list:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Custom lists menu.
3. Find the custom list you want to edit.
4. In the second column, click the button.
5. Modify the necessary information:
   • Enter the new name for the list or for the items you want to edit.
   • If you want to add a new item to the list, follow these steps:
     1. In the Items section, click the Add new item button.
     2. Enter the name of the new custom list item.
     3. Repeat the previous steps for each new item you want to add to the list.
   • If you want to delete an item from the list, follow these steps:
     1. In the Items section, find the item you want to delete.
     2. Click the button. Repeat this step for each item you want to delete.
6. Click the Save button, which will display the following message.
7. Note: If one of the custom list items has been assigned in any section of the system, it cannot be deleted, and you will get a message like the following.

Delete a custom list

Essential criteria:

• The user must have the permission to delete customizable lists enabled.

Steps to delete a custom list:

1. From the main menu, go to the Setup.
2. Go to the Customization menu and then to the Custom lists menu.
3. Find the custom list you want to delete.
4. In the first column, click the button. This will show you the following dialog.
5. Click Delete. This will show you the system's confirmation message.
6. If the custom list has been used in any list-type custom field, it cannot be deleted, and the following message will be displayed.