Choice lists

Go to the Picklists page in the menu on the left. Click on the + button to create a new selection list (dropdown). Enter a name for the list box.


Set up columns
Determine which columns you want to see in the overview of the relevant drop-down list. Click on “add column” to select an object field that you want to see in the overview. Columns you set here are shown to all users by default. You can adjust the columns while managing a procedure, but they will remain visible during the relevant session.


Permissions
You can set the read and write rights per user (Administrator, editor, employee or analyst) and determine who you want to give access to this selection list. Then click on “Save” to save the selection list.


Add topics (with associated object fields).
On the right side you will see all topics from which you can select. Creating topics works the same as with objects, see 'Object settings' of this documentation. Click the arrows or drag a topic from right to left to add it to the list box. It's not required, but it allows you to manage as an object any value you add to a list box.

Picklists are used to let users select a value instead of entering it manually. This prevents writing errors and makes it possible to link additional information to values (terms).


Examples

For example, you can make a selection list of institutions from which you borrow and/or lend. Your users only need to select the name of the instance. For example, the address details, contact person, telephone numbers and/or e-mail addresses are linked to the authority. Or do you use a lot of Latin names? Then drop-down lists are useful because you can be sure that other users cannot make spelling mistakes.


Link list box
You can set up a selection list that you have created yourself for your users. You do this by adding a new field type to a subject (eg to Identification or Valuation). Enter a name for the field and select the "Picklist" type. A list will now appear with all the list boxes that you can select.


Advanced Picklists
By default, a standard dropdown is presented to users to select from your picklists. However, for list boxes with many items, you can set an advanced list box. When the user opens this drop-down list, the user has the option of searching and filtering within the drop-down list as it also applies to the advanced search for descriptions or objects.

Optionally, you can select additional settings such as "Do not change type" or "Do not duplicate".