The Reference Lists section of your platform is the central hub for configuring the dropdown options and predefined lists used throughout the application.

What Are Reference Lists?

Reference Lists control the selectable options that appear in dropdown menus across various parts of the system. These can include task types, asset categories, issue reasons, and more—depending on your system configuration.

Managing Reference Lists helps ensure consistency and clarity for users entering data, and allows you to tailor dropdown options to suit your operational needs.

How to Use Reference Lists

Navigate to System > Reference Lists. 

At the top of the Reference Lists page, you'll see tabs for each reference list category. These tabs represent different areas of the application where configurable options are available.

To configure a reference list:

1. Click on the tab that corresponds to the list you want to manage.
2. You'll see a display of application sections where options can be customized.
3. Click the lightning bolt Actions button and select “Edit”

4. Existing custom items created for the list will be visible if applicable.
   1. To add a new optionto the list, click Operations and Create.
   2. To edit an existing option, click the lightning bolt Action icon corresponding to that item and select Edit.

Changes made here will be reflected in the corresponding dropdown menus throughout the system.

Need Help?

If you’re unsure which tab relates to a specific feature, or if you need help configuring complex lists, contact Technical Support.