How To Manage Picklists

Use the Code Editor to manage Picklists, as follows:

•      Click the Knowledge Base bar in the Navigation Window

•      Expand the Editors section

•      Click on Codes. See Codes for details

You can change the name of any existing list, including the System Lists. To do this:

•      Expand the group containing the list you want to rename

•      Condition

•      Consequences of Failure (provided by the Risk Module Licence)

•      Elements

•      System (built into Conquest e.g. Request Category, Priority Parameters and Urgency, to name a few)

•      User

•      Click on one, to open it in the Code Editor

•      Make changes to the Code Caption

•      Click the Save Task

To change the name of any item in any existing list, including the System Lists:

•      Open the list in the Code Editor

•      Click in the Text column on the item to be changed

•      Make the change

•      Click the Save Task

You can add new items to any list, including the System Lists, as follows:

•      Open the list in the Code Editor

•      Click the New > Code Task in the Tasks Window, which puts a new item with the name New Code, into the list

•      Change the name

•      Move the item up or down the list with the Arrowhead Buttons on the right side of the Form, until it’s in the most suitable spot

•      Click the Save Task

To delete items from any list, including the System Lists:

•      Open the list in the Code Editor

•      Click on the item to be removed

•      Click the Delete Code Task in the Tasks Window

•      In the Confirmation Pop-up Form click ‘Continue and remove references to the Code’, or click Cancel, to not do the deletion

To add a new list in any Group except the System Lists:

•      Click on the Group for the new list

•      Click the New > Code List Task in the Tasks Window, which opens a new list in the Code Editor with the name New Code List

•      Change the name, add and position items in the list

•      Click the Save Task

You can delete any list, excluding the System Lists. To do this:

•      Open the list in the Code Editor

•      Click the Delete Code List Task in the Tasks Window

•      In the Confirmation Pop-up Form click ‘Continue and remove references to the Code List’, or click Cancel, to not do the deletion

Things to be aware of:

Deleted List-Item data can only be reversed by restoring the database from a very recent backup.

For Condition Lists you should keep your points score ranges the same and use the Asset Type weightings to make particular conditions more important than others.  For example, a score range could be 0 to 5, where 0 is best and 5 is worst.  The Priority Parameter should be treated similarly.

Reference details are available in Codes.