How To: Custom List Items

How to create Custom List Items

  1. Select Custom List Items from the Administration menu. You will be taken to the Custom List Item Maintenance DataGrid. To learn more about DataGrids, click here.




    This DataGrid will initially be filled with the standard accessplanit options for various drop down boxes in your accessplanit. You can rename these options, and delete any that are not already in use.

  2. Select Add to open the following dialog box:




  3. Select the Item Type for the Custom List Item and enter the Text you wish for it display.

    Selecting Is Default will define the new item as the first option in the list.

    For the new item to show in the list, tick Enabled.

  4. Click Save & Close to save your changes.

How to delete a Custom List Item

  1. Select Custom List Items from the Administration menu. You will be taken to the Custom List Item Maintenance DataGrid.

  2. Right click on the Custom List Item you wish to delete, and select Delete from the context menu.



How to edit an existing Custom List Item 

  1. Select Custom List Items from the Administration menu. You will be taken to the Custom List Item Maintenance DataGrid.

  2. Right click on the Custom List Item you wish to edit, and select Edit from the context menu.





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