Custom lists are used to provide selection options that are fully configurable and specific to your organisation. The content of the lists are added by a UniPhi administrator.
Source of Data
Both of these input objects are configured in the Configuration > Custom Lists tab. A Custom Drop Down list is a selection list that caters for one selection from many options. A Custom Check List provides for presenting a selection of options in the resulting document that can be checked, for the items that are applicable.
In the above examples some custom lists have been created. Use the add icon to create a new list.
Template View
The Custom Check List provides a number of options for the output format in the Document Edit view and resulting Document Output.
Select the relevant Check List and the preferred Column Layout option.
The Custom Dropdown Lists are presented in a similar manner. Select the relevant Dropdown List. There are no presentation options for this object.
Document Edit View
For the Custom Check List select the relevant items by checking the appropriate box. In the example below we have used the single column with comments options in the template, so when using the checklist we can enter any related commentary
And for the Custom Drop Down list, simply select the relevant option from the Dropdown List.
The Custom Dropdown List also provides for a manual entry if the list does not provide an appropriate option for the specific document. Entering data in this field is recorded for this document only.
Document Output View
The custom lists present the selected options from the document edit view.
Comments