How to add, edit, or remove entries on a SmartList
Description
Cause
Resolution
In Sage Fixed Assets:

  1. Go to: Customize, Customize Fields.
  2. Select the field to be changed, Check the box for Activate SmartList? if unchecked, Click the SmartList Manager button.
  3. 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.
  4. 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.
  5. 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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