Overview
Before you can select options from drop-down lists in the Boards or People modules, you must configure your drop-down settings. You can add, edit, or delete drop-down options.
Instructions
- Navigate to User Menu > Boards & Committees
- Navigate to User Menu > Settings
- Select an item to modify its Dropdown Options
- Boards: Modify options for Boards
- Roster: Modify options for the People Roster
- People: Modify options for People
- Applications: Modify options for Applications
- Training: Modify options for Training
- Documentation: Modify options for Documentation (files, attachments, etc.)
- Note: The process to configure drop-down options is the same for all items.
- Click Add next to a category name to create a new drop-down option
- Enter a name for the new option in the Description box
- Select Save
- Select Edit to modify the description of an existing option, or select Delete to remove an existing option
- Note: To Delete, you must also click OK in the pop-up box that appears to confirm the deletion.
- Note: To Delete, you must also click OK in the pop-up box that appears to confirm the deletion.
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