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Table of Contents

Table of Contents

 

Purpose

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This section of Administration allows you to set up global list options that can be sourced on Activity and Sample Tracking forms. 

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Tip
  • The Form column in the grid will display the DIY forms that the data source is used on
  • System data source forms can't be edited, but their data source values can be edited

Adding Data Sources

To add a Data Source, simply select the Add Data Source button at the top of the page. Name is required and you also may add a description as needed.

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Adding

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Data

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Sources Options

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  • Select the Data Source in the grid which you would like to add options to. Select the Add Option button

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  • Enter your option

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  • and

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  • click Save

 

 

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Tip

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Alternatively, you can import your global lists as a csv file.

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To reorder your list options, select Reorder Options. Drag and drop the options into the order you would like them to appear on your forms.

  • Options can be imported using the Import Options button - a .csv file of options you want to import is required
  • Options can be reordered using the Reorder Options button above the grid