Modifying lists

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The administrator or a subadministrator can use the Modify Lists item on the Preferences form to edit pop-up lists and selection lists that help guide data entry on many of the forms in Otobase, or to create new lists.

Note: You can also import lists that were created outside of the database in a word processing program (see Importing lists).

To create or modify a data entry list

With the *Entry Formats* page showing on the Preferences form, click Modify Entry Lists.
A Modify Lists dialog appears showing all the lists currently stored in the database. List names preceded by a © symbol are central lists




Click New List, or double-click on the name of the list you'd like to change.
If you are creating a new list, enter a name for the list and click OK.
Follow the directions on the Modify Lists form that displays to add, delete, change or reorder an item on the list.
Note that certain types of lists allow you to create sublists of "parent" and "child" items.
To create a child item, select any item on the list, click Add Child Item, and type in the name of the child item. You can change the order of both parent and child items by dragging them. To delete items from the list, drag them to the trash.


When you are finished making changes, click Update to save the changes.
On the Modify Lists form, click Finished.
The changes you made should now be reflected on the data entry form where the list appears.

Note that some types of lists display a unique reference number for each list item. When you add an item to these lists, Otobase automatically creates a new reference number, or you can specify one.