Modifying Lookup List Items

The procedure for modifying lookup list items is similar for all lookup lists in ChangeGear. You can modify an item in the Priority lookup list in the Change Management module in the same way as you would in the Attachment Category for the CMDB. You can modify lookup lists in the All Apps section of Design Studio and from within individual apps under Design Studio > Lookup Lists. This section covers how to add, edit, and delete lookup list items.

Note: Lookup list items with an asterisk (*) designate required fields in the application form and must have an entry to successfully save and submit the form.

To add a lookup list item:

  1. In Design Studio, click All Apps or select a specific app (i.e., Change). Select Lookup Lists. Double-click the lookup list where you would like to add the new item to configure.

  2. Click the plus sign to add a row.

  3. In the slide-out form, enter the details of the lookup list item.

  4. Click Save .

To edit a lookup list item:

  1. In Design Studio, click All Apps or select a specific app (i.e., Change). Select Lookup Lists. Double-click the lookup list where you would like to add the new item to configure.

  2. In the item row, click the pencil icon .

  3. In the slide-out form, edit the details of the lookup list item.

  4. Click Save to finalize the changes.

To delete a lookup list item:

  1. In Design Studio, click All Apps or select a specific app (i.e., Change). Select Lookup Lists. Double-click the lookup list where you would like to add the new item to configure.

  2. Hover your mouse over the row for the item you wish to delete, then click the trash icon . A confirmation pop-up will ask, "Are you sure you want to delete this record?".

  3. Click Yes to delete the lookup list item.

 

See also: 

Lookup Lists