Skip to main content

The Lists tab provides tools that allow you to create and edit drop-down menus for lists of items you need to enter frequently (for example, stud sizes). You can create new lists, delete lists, change the properties of lists, and create new folders or subfolders for the lists. The types of lists that can be created are Simple Lists, Lists from MS Access File Tables, and ADO Query Lists. The creation of a simple list, deleting, viewing properties, and creation of folders and subfolders is covered below. PlanSwift recommends a 1" https://storage.googleapis.com/salesforce-kb-images/ps/ps_userguide_Image_210.png"/>

The New button opens the New List – Select List Type window from which you select the list type. To select a list type:

Click Simple List.

Click Next.

In the New Simple List window, enter a name for the list.

Click Next.

PlanSwift User Guide Alt Text

Enter your list items in the window. If your lists include formulas, check the Parse Formula box.

PlanSwift User Guide image

The Delete button deletes any list or folder that is selected. Right-clicking any list displays a drop-down menu that allows you to delete a list or folder.

The Properties button displays the Properties—slistname] window , where more advanced features (Input, Advanced, and Form) are available. The properties button is also available by right-clicking any list or folder. PlanSwift recommends a 1" https://storage.googleapis.com/salesforce-kb-images/ps/ps_userguide_Image_213.png"/>

The New Folder button allows you to create a folder or subfolder. The top half of the button creates a folder at the same level as any selected list or folder. The drop-down half of the button creates a sub-folder to any selected list or folder.

Related Articles

Be the first to reply!

Reply