Drop-down Menus

Creating a Drop-down Menu

Drop-down menus are available as one of the Field Types that can be defined in a Document Profile. They allow users to select from a predefined list of valid items. For example, a company may require that a department be assigned to each of the documents uploaded. By creating a drop-down list, users can easily pick the appropriate department from the list rather than typing in the department name.

1. From the Preferences drop-down field, select Library Administrator.
2. From the Navigation menu, under Document Profiles, select Manage Drop-Down Menus. A list of existing drop-down menus will appear in the Content frame.
3. Click the Add button and in the Menu Name field enter the name to assign to the drop-down menu and enter a description of the field in the Description field.
4. Click the Next button. The next screen allows you to add items to the list. Type in the name of the first item, and then click the Add button.
5. Continue to add additional items.
6. To change the order of the items in the list, highlight the items to move and then click the Move Up or Move Down button.
7. To allow users to select multiple items in the list, click the check box beside the Allow Multiple Selections field.
8. To order the items in the list alphabetically, click the Alpha-order button.
9. To edit any of the items already in the list, highlight the item and then click the Edit button. Make the required changes and then click the Done button.

Edit / Delete Drop-Down Menu

Drop-down menus can be edited or deleted by the Library Administrator at any time. When deleting a drop-down, information on the field will be lost for each of the Documents that used the drop-down.

1. To edit a drop-down menu, click the link for the menu. Make the required changes and then click the Update button.
   
2. To delete the drop-down, click the link for the menu. Click the Delete button.