How to add, edit, or remove entries on a SmartList

You can change SmartLists Entries for the following fields:

• Asset ID
• Class
• Custom Dates 1-2
• Custom Fields 1-10
• Department
• Description
• G/L Accum Account
• G/L Asset Account
• G/L Expense Account
• Invoice
• Location
• Owner
• Purchase Order
• Quantity
• Serial Number
• Vendor

1. Go to: Customize, Customize Fields.
2. Select the field you're changing. 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, change the Name or Description box, click Replace.
     Note: If you change the Name value, the program will prompt you 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 boxes for how you wish the SmartList to behave:
   • Display description - Displays any description added on entering the SmartList value
   • Auto dropdown - Displays the SmartList dropdown on entering the field
   • Quick lookup - When you enable auto drop list, typing in the field selects the first matching SmartList entry. This is 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: Restricts fields to only values in the existing SmartList
   • Auto add an entry to the list: This allows you to enter other values not on the SmartList into the selected field. Select from the following:
     • No auto add: You can enter in new values, but they won’t appear in the SmartList later
     • Confirm auto add: This prompts you to either add a new value to the SmartList or not
     • Auto add always: Automatically adds any new value you enter into the selected field to the SmartList