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 click either the Add button or the Edit button. In the
Type
 field, choose List as the type of custom field, and then click 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. Click 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. Click Enter to save your changes.
  6. Click 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. Click the Edit button
  4. Make the desired changes.
  5. Click Enter to save the changes.
  6. Click the Done button to close the List Items dialog.

This article applies to:

  • Product: Digita Practice Advanced