Dropdown Settings

Dropdown Settings allows you to configure and modify lists for use in your organization. You control the options presented to your users when they work with cases, ensuring consistent information that meets the specific needs of your organization. All tiers share the same set of values for each list.

Editing Existing List Values

  1. From the navigation menu, select Admin > Case Admin, and then click Dropdown Settings.
  2. If applicable, select a tier.
  3. Click the name of the list that you want to edit. The lists are grouped by the case section in which they appear.
  4. Click the tab for the name of the value that you want to edit, and then modify the value as needed.
  5. (Optional) Type a new Name. Changing the name will change it everywhere it is used in lists and everywhere it is selected in cases.
  6. (Optional) Change the Display Order. Display order determines the order in which the values appear in the list. If no display order is used, the system lists values alphabetically.
  7. Click Save & Finish.

Adding New List Values

  1. From the navigation menu, select Admin > Case Admin, and then click Dropdown Settings.
  2. If applicable, select a tier.
  3. Click the name of the list to which you want to add a value.
  4. Click the Add Value tab.
  5. Type a Name for the value.
  6. (Optional) Type the Display Order.
  7. Click Save & Finish or Save & Add Another.

Reassigning Values Used in Cases

  1. From the navigation menu, select Admin > Case Admin, and then click Dropdown Settings.
  2. If applicable, select a tier.
  3. Click the name of the list to which you want to reassign a value.
  4. Click the Reassign Case Value tab.
  5. From the list, select the value that you want to replace. The system only lists values that are selected in cases in your tier. Values in parentheses were previously removed from the list.
  6. Click Next Step.
  7. From the list, select the value that you want to use instead. The system will replace the old value with the new one in all cases in this tier.
  8. Click Reassign case value.

Removing and Replacing Values Used in Cases

This is a second method for reassigning values.

  1. From the navigation menu, select Admin > Case Admin, and then click Dropdown Settings.
  2. If applicable, select a tier.
  3. Click the name of the list to which you want to reassign a value.
  4. Click the Remove Value tab.
  5. Select Remove & Replace.
  6. Click Next Step.
  7. From the list, select the value that you want to remove from the list.
  8. Click Next Step.
  9. From the list, select the value that you want to use instead. The system will replace the old value with the new one in all cases in this tier.
  10. Click Remove and Replace.

Removing Values from Lists

  1. From the navigation menu, select Admin > Case Admin, and then click Dropdown Settings.
  2. If applicable, select a tier.
  3. Click the name of the list to which you want to reassign a value.
  4. Click the Remove Value tab, and do one of the following:

    • To remove a value and replace it with another value in all cases where it is used, select Remove & Replace.

    • To remove a value without replacing it with any other value, select Remove.

  5. Click Next Step.
  6. From the list, select the value that you want to remove from the list. The system will not remove this value from cases that already use it.
  7. Click Remove Dropdown Value.

Setting Tier Options for Lists

Only the System Administrator can set tier options for a list. They can set tier options for any list in Core Settings. You can set the values for the list before or after setting the tier options.

  1. From the navigation menu, select Admin > Case Admin, and then click Dropdown Settings.
  2. Click Core Settings.
  3. Click the name of the list for which you want to set the tier options.
  4. Click the Tier Options tab.
  5. Select Core Settings On for each tier that you want to use Core Settings.
  6. Select Manage Dropdowns for each tier that you want to allow a tier administrator to add and modify list values. System administrators can make changes to lists regardless of whether you select this option.
  7. Click Submit.