Creating Shared Drop-down Lists

Shared drop-down lists are configurable lists you can apply to different group codes and templates in Civic Platform. When you define shared drop-down lists, users can access them from drop-down list values in the specified product area.

Example Use Case

You can create a drop-down list for a People template that indicates a licensed professional’s years of experience. In other circumstances, you can create a drop-down list for an Application Specific Information group indicating the number of floors in a building.

You can populate a shared drop-down list by adding values and defining their display order.

When you create a shared drop-down list, you must apply it to a specific product area (see Applying a Shared Drop-down List).

To create a shared drop-down list

  1. Access the Shared Drop-down list portlet (Accessing the Shared Drop-down List Portlet).

  2. From the Shared Drop-down List tab, delete, inactivate, edit, or create a shared drop-down list.

    • Delete an existing shared drop-down list.

      1. Locate an existing shared drop-down list by clicking on it in the Name column or by searching for it.

      2. Click Delete.

    • Inactivate an existing shared drop-down list.

      1. Locate an existing shared drop-down list by clicking on it in the Name column or by searching for it.

      2. Set the Status field to Inactive.

      3. Click Save.

    • Edit an existing shared drop-down list.

      1. Locate an existing shared drop-down list by clicking on it in the Name column or by searching for it.

      2. Complete the shared drop-down list configuration.

    • Create a new shared drop-down list.

      1. Click New.

      2. Complete the shared drop-down list configuration.

  3. Complete the shared drop-down list configuration.

    Name Enter the name you want to associate with the shared drop-down list.
    Status Use the drop-down list indicate if the drop-down list is active or inactive.
    Description Provide a brief description for the drop-down list.

  4. Click Submit or Save.

  5. From the Values tab, delete a value, change the order of values, add a value, or edit a value.

    • Delete a value.

      1. Select the checkbox next to the value(s) you want to delete.

      2. Click Delete.

    • Change the order of the values.

      1. Modify the order number(s) next to the value(s) you want to reorder.

      2. Click Save.

    • Add a new value.

      1. Click New.

      2. Complete the fields for the new value.

      3. Click Submit.

    • Edit an existing node.

      1. Click the hypertext link for the value you want to edit.

      2. Edit the field value(s).

      3. Click Submit.

  6. Click the Associations tab to view the shared drop-down list associations.

Applying a Shared Drop-down List

When you create a shared drop-down list, you must apply it to the group or template where you want it to display. Civic Platform accommodates shared drop-down lists for multiple groups and templates. For more information on applying shared drop-down lists in available product areas, see Shared Drop-down List Product Areas.

Table 1. Shared Drop-down List Product Areas
Activity Specific Information Groups See Working with Activity-Specific Information Group Codes.
APO Templates See Applying a Shared Drop-down List.
Application Specific Information Groups See Applying a Shared Drop-down List.
Asset Attributes See Creating an Attribute.
People Templates and Info Tables See Applying Shared Drop-down Lists in people templates.
Task Specific Information Groups See Applying Shared Drop-down Lists for workflows.