Creating a Search-Key Drop-Down List
This topic shows you how to create a drop-down list for when users enter values in a search key.
To create a search-key drop-down list:
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On the side menu of the Settings tab, click Document Types
.The Document Types page displays.
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Next to the row of the Document Type that you want to create a drop-down list for, click Edit Document Type
.The Edit Document Type page displays.
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For the search key to create a drop-down list for, click List Type and choose either:
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Required - only a drop-down list will display for this search key.
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Optional- the user can choose between a drop-down list or text box.
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Click Save Document Type
.A message displays, telling you that the Document Type is saved, and Edit Field Values
displays next to the search key so you can add drop-down list items. -
Click Edit Field Values
for the search key.The Field Values page displays.
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Click New Field Value
.A Field Value text box displays.
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Continue clicking New Field Value
to add more choices to the drop-down list.
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Click Save Field Values
.A message displays, telling you that the field values are saved, and the drop-down list for the search key is created.