In this article, we will help you understand how to manage master lists at the project level.
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Overview
In the application, various master lists are available. The application allows maintaining these Master Lists that are activated in the organization and within projects i.e., you can add, change, or remove any values from the Master Lists.
Some Master Lists are inherited into the project. For an explanation of these master lists, see Master Lists at the Organization Level help topic.
Navigation
Navigate to the breadcrumb at the top and hover over the Project name, expand the Configure module, and select Master Lists.
Defining Master Lists in Project
Prerequisites
The Master Lists module should be available for adding and editing Master Lists in the Organization, Projects, Templates, and the roles within them.
To add a Master List, click the Add Master Lists Type icon. Enter the details: Name, Code, Description, and click on Save. You can enter the master list name of up to 1800 characters.
- In the Sort By list, select Alphabetically if you want that all Master Lists values should be displayed alphabetically in ascending order when the user has to select the field of an item. Select Index-wise if you want that all Master Lists values to be displayed in the ascending order of the Index code on adding the values to the Master Lists.
- To allow adding values to the Master Lists in projects, select Allow addition of values at the project level.
After Master List is added, it will be listed in the Master Lists view.
To add values to the newly created Master Lists, click the Detail link. If you want to mark the master list LOVs (list of values) as active and inactive then click More Options. But make sure that you select the respective LOV item. You can also import and export values from MS Excel and CSV files.
To modify a Master List, click the Edit icon under the Actions column of the required Master Lists. After the Master Lists are added, you can only change the Sort By selection. You cannot modify the Master Lists in projects, except by updating the Master Lists values if the Allow addition of values at the project level check box was selected for the Master Lists created in the organization.
Sort By can be modified only at the level where the Master Lists were created – i.e. if it was created in the Organization i.e. Administration workspace, it can be modified from Administration only, it cannot be modified in Templates or Projects.
Note: The following special characters are supported as Master Lists values: ~ ` ! @ # $ % ^ & * ( ) _ – + = { [ ] } \ | ; : ‘ “” < > . ? /. The comma (,) is not supported as a master list value.
See Defining Master Lists Relationship to set relationship between two Master Lists, which enables the selection of values in one Form field, depending on the value selected in another field of a workitem. This also requires fields to be associated in the required Form of the workitem.
The application provides a Dynamic List feature for Master Lists, where you can add a Form field as the parent field drop-down list which will control the child field drop-down list.
For example, when you add a transaction, you will see the two Form fields, for example, Country and States. As you select a country in the Country list, the States list will display the related states.