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Add select list

To add a new select list:

  1. Click Right-facing white arrow in purple square to the right of the hyperlink (form) you want to add a select list to.

    Another view of the Module - Spend Wizard screen appears, showing you any components currently part of your form.

  2. Click the Manage Select Lists link at the top of the screen.

    The Manage Custom Select Lists dialogue box appears.

    Any select lists that have already been set up for you company display under the Defined Select List heading.

  3. Click the Add New link.

    The Create New Custom Select List dialogue box appears.

  4. Type a name for your select list and click Save.

    The new select list label automatically appears as a link under the Defined Select List heading.

  5. To create a drop-down list, click the new select list label.

    The Defined Select Contents text box automatically appears on the right side of the Manage Custom Select Lists dialogue box.

  6. Type your drop-down list into the Defined Select Contents text box.

    Note: A select value must be unique and contain no more than 50 alphanumeric characters. There is no limit on the number of values you can have in a select list, however it is strongly recommended you do not exceed 100 as this could significantly slow down the time it takes for the list to display to the user. The list can be typed in any order as all values will be sorted alphabetically when displayed to the user.

    If you had previously created your drop-down list in an Excel spreadsheet, you could copy the contents from there and paste them in the Defined Select Contents text box.

  7. Click Save Values.
  8. To change, add or remove items in the list, make any changes and re-click Save Values.

Note: Once you have created your select list, you need to decide which amount, sub-amount or narrative field will be used to display the list in the form. Once you have made that decision, open the chosen amount, sub-amount or narrative component within the Spend Wizard module and select the list from the Narrative Select List drop-down list.