Setup firm administration

Creating list entries for custom fields

Use the
List Items
 dialog to create the entries for a drop-down list in a custom field of the List type.
To access the
List Items
 dialog, choose Setup > Custom Fields, choose the kind of custom field you want to create (Offices, Staff, Activities, Clients, Engagements, Projects, Tasks, or Time & Expense Entry), and then select either the
Add
 button or the
Edit
 button. In the
Type
 field, choose List as the type of custom field, and then select the More button next to the
List Items
 field.

Creating list items

The list items you create will become the drop-down list selections for a List custom field. To add list items for a new custom field, follow these steps.
  1. Open the
    List Items
     dialog, as described at the top of this page.
  2. Select the
    Add
     button to add a new list item.
  3. Add a brief ID for the list item in the
    ID
     field.
    note
    The ID may contain only numbers and letters.
  4. Add a description of the list item in the
    Description
     field. The description can be up to 30 characters long.
  5. Select
    Enter
     to save your changes.
  6. Select the
    Done
     button to return to the
    Custom Fields
     setup screen.

Editing list items

  1. Open the
    List Items
     dialog, as described at the top of this page.
  2. Select the item you want to edit from the list.
  3. Select the
    Edit
     button
  4. Make the desired changes.
  5. Select
    Enter
     to save the changes.
  6. Select the
    Done
     button to close the
    List Items
     dialog.

This article applies to:

  • Product: DT Practice