Help Guides/Admin Guides/Edit Global Lists

Edit Global Lists

Manage and customize the global lists used throughout the Facilitease system including regions, service types, and more.

5 min read System Administrators

1. Select Admin Menu

To access Global Lists:

  1. Select Admin Options menu from the main navigation
Select Admin Options menu showing Global Lists option
Navigate to Admin Options in the main menu

2. Global List Menu

  1. Select Global Lists from the Admin Options dropdown menu
Global Lists menu item highlighted in Admin Options
Click Global Lists from the expanded Admin Options menu

3. Select Global List

The Global Lists screen shows all available lists in the system:

  1. Select the global list you wish to edit (e.g., Geographical Regions, Service Types, Priority Levels, etc.)
Global Lists dashboard showing available lists
Select the list you want to edit from the Global Lists dashboard

Global lists are used throughout the system to populate dropdown menus and selection fields. Changes to these lists will affect all areas where they are used.

4. Sorting

You can sort your list by clicking the Sort button at the top of the list.

Sorting options for global list items
Click Sort to access list sorting options

5. Drag and Drop

Simply drag and drop your list items to reorder them. This allows you to quickly reorganize items in the order you prefer them to appear in dropdown menus.

Drag and drop interface for reordering list items
Drag and drop items to reorder them in the list

6. Add New Items

  1. Add New Value - Click "Add New Value" to add a new item to the list
  2. Add Child Item - Click the plus sign (+) next to an existing item if you wish to add a child list item (for hierarchical lists)
Add New Value button and plus sign for child items
Use Add New Value or the plus sign to add items

7. Enter List Options

When adding or editing a list item, you can configure the following:

  1. Parent - Select a parent or choose "Top Level" for root items
  2. Name - Name your item (this is what will appear in dropdown menus)
  3. Default - If selected, this item will prepopulate whenever the list is used
  4. Background Color - Select the background highlight colour for when this item is selected
  5. Sort Order - You can manually enter the sort order or use the drag and drop method
List item options dialog with numbered fields
Configure item options: 1) Parent, 2) Name, 3) Default, 4) Background Color, 5) Sort Order

Tip: Use the drag and drop method for quick reordering, or manually enter sort order numbers for precise control.