Custom Lists

The Custom Lists module lets you create lists of values specific to the organization to reuse them in the system, for example as selection options in the Custom Fields of document types. Instead of manually typing the same options over and over, they are defined once in a list and remain available to choose from.

• Advantage: Standardizes the values that users capture, prevents typing errors and makes centralized maintenance easier.
• Additional detail: A list is created with a name and then the entries (the values) that make it up are added. Those entries can be used as a data source in other system settings.

Step by Step:

1. From the side menu, click Administration.


2. Select the Custom Lists. module.








3. Click the + New button to create a new list.


4. In the Title field, type the name of the list and click Confirm.








5. Once the list is created, add the entries (the values) that will make it up. These values will remain available for use in other settings, such as custom fields.