Customizing Drop-Down Boxes
Throughout the application, you may see a small button at the top left of many drop-down boxes. See the column edit icon (encircled in red) in the image below. By clicking this button you can customize the listing and search fields that are available for that specific drop-down box.
Example of a customizable drop-down box:
The left panel outlined in red named Unselected Items lists the fields that you can choose to display. The right panel outlined in green named Selected Items, lists those fields that will be displayed in the drop-down listing. Each panel has a group of buttons along the top, (encircled in red in the image above) to Move All, Select All and Deselect All.
To modify the columns displayed in the drop-down listing follow the steps below:
- To add a field, select it with the mouse and then click
located in the middle of the two panels. Instead of using the arrows, you can drag-and-drop items from either the left or right side. Convenient methods to select multiple items: - Click on the Select All or Deselect All buttons. To quickly move all items to the opposite panel, you can click the Move All button.
- To include individual items, press and hold the CTRL key and then click on each item.
- To include a range of items, press and hold the SHIFT key and then click the first and last item in the range.
- To remove a field, select it from the right panel with the mouse and then click
, or you can drag-and-drop items from either the left or right side. - To rearrange the order of the fields, drag-and-drop the item on the right Selected Items panel to move them up or down in the list. The item at the top of the list will be displayed in the farthest left column and the item at the bottom will be displayed in the farthest right column.
- To restrict the number of rows that will appear on each page when the drop-down listing appears, choose a value from the Rows Per Page drop-down.
- To save your changes, click the Save and Close button, or click Close to discard your changes.