RB User Guide > Setup > Lists

Customizing lists

You can add, edit, merge, and delete list entries. You can also set the default entry for each list that appears in any field tied to that list.

1. Select list

   1. Setup > Lists
   2. Click [main category] > [desired subcategory] in the Lists window’s left pane to select a list to customize.

2. Customize list

   Add, edit, merge, or delete entries in RB9 lists. To:

   • Add drop-down entry

     1. Click New. (If a subcategory does not allow adding entries, this button is disabled.)
        • *Name (required) – Enter the new entry’s label.
        • Set as Default – Click to select Yes to make the entry appear as the list’s default choice.
        • Show to Contact – If this option appears, click to select Yes to have the entry appear as a selection in contacts’ RB Connect.
        • Show to Resource – If this option appears, click to select Yes to have the entry appear as a selection in resources’ RB Connect.

        IMPORTANT: RB Connect functions might not work if no list entries are enabled

        If Show to Contact or Show to Resource are options for entries in a list, at least one entry must be enabled (Yes selected) or users will not be able to save or submit their online requests/information. If you do not wish to give users access to the list, make a blank entry and select Yes so users have a choice selected in the related drop-down in RB Connect.

     2. Click Save >
     • Save & New: To continue adding entries in this subcategory.
     • Save & Close: If you have no more entries for the subcategory.

   • Edit drop-down entry

     1. In the Lists window’s results pane, click the entry to be edited.
     2. In the entry’s View List window, click Edit. (If an entry cannot be edited, this button is disabled.)
     3. Update the entry:
     • *Name (required) – Edit text to change how entry appears in lists.
     • Set as Default – Click to select Yes to make the entry appear as the list’s default choice.
     • Active – Default is Yes. Click to select No to stop entry from appearing in lists but not remove it from the system.
     • Show to Contact – If this option appears, click to select Yes to have the entry appear as a selection in contacts’ RB Connect or select No to hide it from contacts.
     • Show to Resource – If this option appears, click to select Yes to have the entry appear as a selection in resources’ RB Connect or select No to hide it from contacts.
     • Do not attach any files from All-Resources-level, Firm-level, Job-level, and Case-level repository to Assignment Notification – (Jobs > Task only) If this option appears, click to select Yes to not include these automatic file attachments to emails sent for the task.
     • No Turn-in – (Jobs > Task only) If this option appears, click to select Yes for tasks that are not turned in by resources.
     4. Click Save.  

   • Merge drop-down entry

     If you no longer need a particular entry, but want to keep its historical data, you can merge it into an existing entry of the same data type. See Merging data. (Entries that are required in RB9 will not have a Merge To option.)

   • Delete drop-down entry

     1. In the Lists window’s results pane, click the entry to be deleted.
     2. In the entry’s View List panel, click Delete. (If an entry cannot be deleted, this button is disabled.)
     3. Click Yes in popup window.

     TIP: How to delete default entries

     An entry that is designated as the default for a list cannot be deleted. If you want to delete a default-designated entry, you must set a different entry in the list as the default. Then you can delete the desired entry if it is not required by RB9.

Reference

• RB Connect
• Accounting list
• Cases list
• Contacts list
• Firms list
• Invoice list
• Jobs list
• Locations list
• Others list
• Production list
• Repository list
• Resources list
• Tracking list
• Users list
• Web list
• Witnesses list

Step-by-step instructions

• Merging data