Adding or Changing Smart List Entries

Use the Edit /Add Smart Lists Entries tab to define the selections in the Smart List.

To define Smart List entries:

1. Click the Navigator icon .
2. Under Create and Manage, click Smart List.
3. Select a Smart List and click Edit.
4. On Entries, define drop-down list items:

   • For first items only: enter information into the first row.

   • To add an item, click Add and enter the information.

   • To delete an item, select it and click Delete.

   • To edit an item, change the information in its row:

     Table 16-9 Smart List Entries

     Entry Property	Description
     ID	Unique number that sets the order for the displayed entry. Customizable only if Automatically Generate ID is not selected on the Properties tab.
     Name	Unique alphanumeric name containing alphanumeric and underscore characters (for example: Customer_Feedback) and no special characters or spaces
     Label	Displayed text for the Smart List entry on the drop-down list (for example: Customer Feedback).

     By default, the Migration export file contains the ID attribute in the Ownership.Data.xml file to be imported and used as Smart List entry IDs internally. To disable this behavior, change the value of the IncludeSmartListId substitution variable to False.

     Items highlighted in the list in red are duplicates.

5. Perform one action:

   • Click Save.

   • Select Preview.