| How to add, edit, or remove entries on a SmartList |
Resolution | In Sage Fixed Assets:- Go to: Customize, Customize Fields.
- Select the field to be changed, Check the box for Activate SmartList? if unchecked, Click the SmartList Manager button.
- Add, Edit, or Delete the value or description as desired, Click OK to save changes.
- To Add a value to the SmartList:
- Enter the desired value in the Name and Description (optional) box, Click Add.
- To populate the SmartList with values from existing assets: Click the Fill button, Click Yes.
- To Edit an existing entry: Highlight the SmartList entry, make changes in the Name or Description box, click Replace.
Note: If the Name value is changed, the Sage Fixed Assets program will prompt with a Replace Field List Entry. Select one of the following:- Keep the original entry
- Blank the original entry
- Globally replace the original entry with the new entry
Click Ok to perform the selected function.
- To Delete an existing entry: Highlight the desired entry, Click Delete.
- List Attributes, Check the box(s) for how you wish the SmartList to behave:
- Display description - Displays any description added on entering the SmartList value
- Auto drop down - Displays the SmartList drop down on entering the field
- Quick lookup - When auto drop list is enabled, if you type into the selected field, the entry on the SmartList that matches the first character will be selected (case-sensitive). As you continue to type, the application continues to find the first matching SmartList entry.
- Entry Options: Select either:
- Restrict Entry to the list - allows only those values in the existing SmartList to be entered into the selected field
- Auto add entry to the list - allows other values not on the SmartList to be entered into the selected field and then select from the following:
- No auto add - Allows for new values in the asset but will not appear in the SmartList later
- Confirm auto add - Prompts to either add a new value to the SmartList or not
- Auto add always - Automatically adds any new value entered into the selected field to the SmartList
[BCB:165:Chat Fixed Assets US:ECB]
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