Adding and Deleting a List item

Adding a List Item

Any user that has been given permission can add new List Items to a List. There are two ways to do this.

Select the List on the Lists page and then click the button Add List Item. Type the values for the code and the description and then add any entries from related Lists. Once you are done, click Update.

 

 

Alternatively, when viewing the list in fileplan explorer view, click the + icon next to the list filter box.  Complete the details of the new list item and click Update.

 

 

Deleting a List Item

Only Administrators can delete List Items. Select the List on the Lists page and then for the desired item, click Delete.

Note: Documents that exist in a Library that are assigned to this List Item will need to be moved to a different List Item before that List Item can be deleted.

 

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