Adding or Changing Smart List Properties

Define Smart List properties on the Properties tab.

To set Smart List properties:

  1. Click the Navigator icon Navigator icon.
  2. Under Create and Manage, click Smart List.
  3. Select a Smart List and click Edit.
  4. Define Smart List properties on Properties:

    Table 14-9 Smart List Properties

    Property Description

    Smart List

    Enter a unique name containing only alphanumeric and underscore characters (for example: Position) and no special characters or spaces. Smart List names can be referenced in formula expressions.

    Label

    Enter the text to display when the Smart List is selected. Spaces and special characters are allowed.

    Display Order

    How Smart Lists are sorted in the drop-down list: by ID, Name, or Label

    #MISSING Drop-Down Label

    Enter a label (for example, "No Justification") to be displayed as an entry in the Smart List whose value is #MISSING.

    It displays as the first selection in the Smart List drop-down, allowing #MISSING as a selection in the form.

    When the cell is not in focus, this label displays only if Drop-Down Setting is selected in the next option. Otherwise, #MISSING or a blank cell is displayed, depending on the Display Missing Values As Blank selection for the form.

    #MISSING labels determine only the display of cells with #MISSING data; #MISSING remains the stored value.

    #MISSING Form Label

    Determines how #MISSING values are represented in cells associated with Smart Lists. Options:

    • Drop-Down Setting: Displays the label set in #MISSING Drop-Down Label.

    • Form Setting: Displays #MISSING or leaves cells blank, depending on the Display Missing Values As Blank selection for the form. This selection determines what is displayed in the cell when it is not the focus. When the cell is in focus, the Smart List item that is selected from the drop-down is displayed.

    Automatically Generate ID

    Generate a numeric ID for each Smart List entry. If you do not select this option, you can customize Smart List ID values.

    Minimum Access Required

    Select the minimum access required for members added to Smart Lists. This access defines how the members are filtered and displayed in Smart Lists for users. The options are as follows:

    • None: All members added to the Smart List are visible in the Smart List drop-down entries. Access control is not applied.
    • Display: Members having Display, Read, or Write permissions are visible in the Smart List drop-down entries. However, the display of their data values in the grid depends on the member access permissions.

      For example, members with Minimum Access Required set as Display are visible in the Smart List drop-down entries but their data values remain hidden in the grid, if their member access permission is set as Display.

    • Read: Members having Read or Write permissions are visible in the Smart List drop-down entries.
    • Write: Only members with Write permission are visible in the Smart List drop-down entries.
  5. Click Save.
  6. Select Entries.

    Use the Entries tab to define selections on Smart Lists.