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Table of Contents

Table of Contents

Purpose

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

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.

...

  • Select the Data Source in the grid which you would like to add options to. Select the Add Option button
  • Enter your option and click Save
Tip
  • 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