When customizing a dynamic list component, only that instance of the dynamic list is affected.
To edit a dynamic list component:
- Navigate to the Forms module and choose a form, or navigate to the Dashboards module and choose a dashboard.
- On the form or dashboard, click a tab containing a known dynamic list component.
- Select Edit Tab from the Form or Dashboard menu. The Components step of the Tab Wizard appears.
- Select a dynamic list in the Tab Components table and then click Edit. The Dynamic List dialog box appears.
- In the Sub-items group, select the dynamic list Type from the drop-down list.
Each dynamic list type contains an independent list of sub-items.
Note: Type field values are based on a user-defined value list. For more information about customizing the value list refer to Entering Values to a Value List in Configuring the System Components.
- Select the dynamic list's Sub-item as of date from the Select a Version pop-up window.
- The last two versions selected appear at the top. At the bottom, click the Search tab to search for a particular version or the All tab to browse through a list of all versions. Other options presented include:
Select a date... to choose a date from a pop-up calendar.
<New Version> to open the New Version Wizard to define a new version.
<User-selected> to allow users to select a version.
- The Include name column check box is checked by default. This means that the default first column of the dynamic list will be Name. When a Name column is included in the dynamic list, a name must be entered for each sub-item. By default, the column's name is the same as the list's type. You may enter a name for the Name column by entering it in the Name Column Label field.
- In the Categories group, Scorecard field, select a scorecard that will be used for the dynamic list's columns from the drop-down list. You may select an existing scorecard or create a new one. The selected scorecard's categories are automatically loaded into the Required table.
- Click Edit to change the properties of the selected scorecard. The wizard for the scorecard you selected opens in the Categories step. You may edit the categories (that serve as the dynamic list's columns) by clicking Edit. For more information on the Categories step, refer to Defining Scorecard Categories in Working with Scorecards.
Note: When you choose a Data as of version or date, dynamic lists will reflect their past or future value. For example, they will automatically show the categories, sub-items, naming, and order specified for a target past or future version. The Sub-item as of field controls the values of the sub-item, name, and order, and the category Data as of fields in the scorecard control the category values. For more information about category data versioning refer to Data as of in Working with Scorecards.
- In the Required table double-click in the * column to display a check box. Each check box you check defines that category column as a required column. (If at least one category in this table is required, then this dynamic list will be checked in the * Required column in the Tab components table.) The user will receive a warning or will not be able to submit the form without filling-in that cell in the dynamic list.
Note: The required columns enforcement is determined by the level of enforcement in the Form settings. For more information refer to Forms Module Overview.
- Check Show editing buttons to allow the user to add or remove sub-items and change their properties in the dynamic list. When Show editing buttons is not checked, the dynamic list can be viewed, but not edited by the user (the New, Move, and Remove buttons do not appear).
Note: Unchecking this box will disable users from adding or deleting records. To differentiate between users who are allowed to add and delete sub-items and those who are not, create two separate forms, one with this box checked and one without, and configure security settings for roles or users of the forms.
- Click OK to save your changes and close the Dynamic List dialog box.
- Click Finish to close the Tab Wizard and then view the dynamic list in a form or dashboard.