Edit List

When you edit list structure, you can revise everything about the list. For example, you can change column details; remove, add, and rearrange columns; and rename or add another description for the list.

Edit List: Renaming and Revising a Description

To rename a list and revise a list description:

1. Click Edit to the right of the Name field to open a dialog for revising the list name and description.
2. Revise the list name, and enter or revise the description.
3. Click OK to close the dialog and save your changes.

Edit List: Adding a Column

To add columns to a list:

1. Under Columns, click Create to open the Create Column dialog.
2. Click Help in the Create Column dialog for assistance.

Edit List: Revising Column Details

You can revise every detail of a list column. That is, you can rename the column, change the column data type, require a value, or remove a value requirement. Keep in mind, however, if you change a column data type, any values currently entered in the list column are either converted to the new data type or removed irrevocably.

For example, if you move from a Plain Text data type to a Number data type, values that can be converted to a number are retained; other values are removed. Before any values are removed by the change, you are asked for confirmation. In contrast, if you move from a Number data type to a Plain Text data type, all values are retained.

Note:

Validation occurs only on data entry. If a user changes column details after data has been entered into the column, the existing data is not affected (that is, validated) even if it does not meet the new column detail conditions on the columns.

If you want to validate new list data, you can export the list data to an Excel spreadsheet and then import it. On import, all rows are validated. The rows that fail validation are noted. You can fix invalid rows in the spreadsheet and import again.

To revise list column details:

1. Under Columns, select the list column you want to revise and click Edit .
2. Edit column details as needed, then OK to save your changes and close the dialog.
3. Click Close to exit edit list mode.

Edit List: Rearranging Columns

You can rearrange list columns in the list structure, affecting all instances of a list, by clicking rearrange icons or by dragging and dropping.

To rearrange columns on all instances of a list:

1. In the Columns section, click an icon under the Reorder column to move a column higher or lower in the order of columns.

   Tip:

   Moving a column higher causes it to appear further to the left in column display order. Moving a column lower causes it to appear further to the right.

   Alternatively, drag and drop a column higher or lower in the column hierarchy.

2. Click Close to exit list edit mode.

Edit List: Deleting a Column

To delete a list column:

1. Select a column, and click Delete.
2. In the resulting confirmation dialog, click Delete to complete the deletion.
3. Click Close to exit list edit mode.