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Adding a New Custom List Type (Drop-down List)

This feature is available in Catalyst, Enterprise, and Ultimate editions.

editions-ceu.png

In Digital.ai Agility, drop-down fields are called List Types and the drop-down menu options are called List Values. Following these steps, you can create a custom drop-down list that maps to an existing list type or to a new custom list type that you create.

To create a custom list type, follow the four-step process below:

Customizations can only be made by users with an Admin Privileges role of System Administrator.

Step 1. Create a Custom List Type

  1. From the sidebar, click the admin icon Admin.png, scroll down to the Asset Customization section and click Custom List Types.

  2. Click Add List Type, type the name of the list in the Title field, and click Save.
    • The system will automatically prefix the title with "Custom_".
  3. Scroll to the bottom of the page, and click the Publish Changes button. All unpublished fields will be immediately available within the system.

  4. Proceed to Step 2 below.

Step 2. Add List Type Values to the Custom List Type

  1. From the sidebar, click the admin icon Admin.png, scroll down to the Asset Customization section and click Custom List Types.

  2. Click the Add List Type button in the section to which you want the add the list type.

  3. Enter the required information and click Save.

Step 3. Map the List Type Value(s) to the Custom List Type

  1. From the sidebar, click the admin icon Admin.png, scroll down to the Asset Customization section and click Custom Fields.

  2. Find the asset you want to add the list to, and click Add Field > Add Dropdown.
    DropDownCustomField.png

  3. Enter the field name in the Display Name field, select a List Type, and click Save.

  4. Scroll to the bottom of the Custom Fields page and click the Publish button. All unpublished fields will be immediately available within the system. Proceed to Step 4. Add the List Values to a Project Workspace (Important) below to make them visible to users.

Step 4. Add the List Type to a Project Workspace (Important)

To make the new drop-down list display in a specific project, follow these steps to add them to a project workspace.

If you skip this step and do not add the field to a project workspace as indicated below, they will NOT display in the system.

  1. From the sidebar, click the admin icon Admin.png, scroll down to the Asset Customization section and click Project Workspace Assets.

  2. If Workspaces is enabled, select a workspace.

  3. Locate the missing List Type.

  4. Click Show Values, to see all the items in the list.
    prj_workspace_show_values.png

  5. Select the check box in the Display column.