Terms List

To add a Terms List item

1. Click on the dropdown.
2. Select a value.

To edit a Terms List

You can add to or edit a terms tree (list) from the record entry screen.

1. Select the Edit icon next to the terms list field you wish to change. The Add term dialog displays.

1. To add a new term to the  terms tree directly, add the term to the Term / Label field.
2. Add a description to the Description field.
3. Click Save. The new term is added to the terms tree (a warning appears if the term already exists).
4. Add any additional terms from here.
5. Click Done when finished.
6. To edit the Terms Tree, click Edit Terms Tree. (See Define a Terms List).

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