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Configure Dropdown Options in Boards and Committees

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Before you can select options from dropdown lists in the Boards or People modules, you must configure your dropdown settings. This article will show you how to add, edit, and delete dropdown options.

 

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Add a Dropdown Option

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Boards and Committees option
    The User Menu with the Boards and Committees option highlighted.
  3. Navigate to the User Menu, then click the Settings option
    The Boards and Committees module User Menu with the Settings option highlighted.
  4. Select a category to modify its Dropdown Options
    Buttons for the six categories within the Dropdown Options section.
    • 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, or similar)
    Note: The process to configure dropdown options is the same for all categories.
  5. Click the Add button next to a category name to create a new dropdown option
    The green, rectangular Add Button, which appears below the User Menu.
  6. Enter a name for the new option in the Description box
    An example Description text box within the Description column.
  7. Click the Save button
    The green, rectangular Save button, which appears to the left of the Description text box.
  8. The dropdown option has been added

 

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Edit a Dropdown Option

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Boards and Committees option
    The User Menu with the Boards and Committees option highlighted.
  3. Navigate to the User Menu, then click the Settings option
    The Boards and Committees module User Menu with the Settings option highlighted.
  4. Select a category to modify its Dropdown Options
    Buttons for the six categories within the Dropdown Options section.
      • 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, or similar)
    Note: The process to configure dropdown options is the same for all categories.
  5. Click the Edit button to the left of the option you wish to modify
    The blue, rectangular Edit button to the left of the example dropdown option.
  6. Edit the Description of the dropdown option as desired
    An example Description text box within the Description column.
  7. Click the Save button to save your changes
    The green, rectangular Save button, which appears to the left of the Description text box.
  8. The dropdown option has been edited

 

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Delete a Dropdown Option

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Boards and Committees option
    The User Menu with the Boards and Committees option highlighted.
  3. Navigate to the User Menu, then click the Settings option
    The Boards and Committees module User Menu with the Settings option highlighted.
  4. Select a category to modify its Dropdown Options
    Buttons for the six categories within the Dropdown Options section.
      • 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, or similar)
    Note: The process to configure dropdown options is the same for all categories.
  5. Click the Delete button to the left of the option you wish to delete
    The red, rectangular Delete button to the left of an example dropdown option.
  6. Click the OK button on the popup box that appears to confirm the deletion
    The blue, rectangular OK button on the 'Confirm Delete?' popup.
  7. The dropdown option has been deleted

 

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