When customizing a Chancery SMS system, we recommend that the District Administrator's first step be to create custom setup lists and setup list pairs.
A setup list is a drop-down menu of predefined values used to facilitate the user's data entry and ensure consistent spelling and terminology. For example, when entering an address into Chancery SMS, an address setup list enables the user to select a city from the drop-down menu, rather than typing the city name.
A setup list pair is a linked pair of drop-down menus of values—made up of a parent and a child—that work together. For example, if a user enters an address where there is a setup list pair consisting of a parent list of states and a child list of cities, selecting a state from the first setup list automatically filters the second setup list to show only those cities that are in the selected state.
Table 75: Setup list permissions
To |
You need this permission |
Set to |
Details |
Create, edit, or delete custom setup lists |
District > Custom Setup Lists |
Delete |
|
Add, edit, or delete items in a custom setup list |
Setup Lists > <Setup List> |
Delete |
|
Create, edit, or delete setup list groups |
Setup Lists > Setup List Groups |
Delete |
|
Set the default item for a list and add a setup list to a setup list group |
Setup Lists > List Defaults |
Edit |
|
Create or edit custom setup list pairs |
District > Customization Builder |
Yes |
|
Add, edit, or delete items in a setup list pair |
Setup Lists > <Setup List> |
Delete |
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