Manage List Items

Editable lists allow you to perform actions, such as add, edit, and delete, to list items. For example, for each Client, you can add and maintain a list of addresses in which you can edit and delete each item as needed. For each address, all editable fields can be changed directly from the list. For most editable lists, you can switch to Detail view, which allows you to edit the fields and sometimes provides additional fields. For more information about the types of lists in the system, see Lists Overview.

For editable lists, a row selector displays to the left of the row that you currently have selected. While you edit a row, an edit indicator displays to the left of the row.

Manage List Items

The following actions can be completed on editable lists. The availability of each of these actions is dependent on the list properties.

• Add: To add a new item, click the Add button, click the right mouse button on a list and then select the Add option , or press Alt + Insert. In addition, as you tab through the screen, if no line items have been entered and the Add button is in focus, press the Space Bar or the Enter key; when entering multiple line items, press the Enter key when in the last cell of the last row.
  A new, blank item is added to the list.
• Edit: To edit a field on a list item, click the cell for the value and enter or select the new value.
• Delete: To remove an item, select the item and then click the Delete button, click the right mouse button on a list item and then select the Delete option, or press Alt + Delete.
  The item is deleted from the list.
• Multiple rows: Select multiple rows and add or delete as needed.
• Drag and Drop: Drag and drop the selected items to a position in the list. Select the row selector for the selected items and then drag the row to the to the new position in the list. As you drag the items, an indicator displays that shows the number of items to move and a gray highlighted line displays where the items will be moved to. The items are moved in the order in which they are selected. This functionality is only available on some lists.
  
  
• Duplicate Entries: Once a line item is entered, if the next line item should have the same value in any of the columns, enter a period in the corresponding cell. The value in the previous line item will be entered for the cell.

Context Tab

On certain lists, when an item is selected, a context tab displays as part of the list item. The context tab contains one or more commands or actions that can be applied to the item. Based on the type of document, these actions could include things like amend, adjust, remove, or comment. For example, on the Payment Request screen, after you search for vouchers, you can use the context tab options to mark each item as an amendment or remove it from the list.

• When you use the context tab, click outside of the tab to save your changes. To cancel an edit, press the ESC key and the context tab reverts back to a view of the context tab menu.