Manage enumerations enumerations
What are enumerations? about
An enumeration is a list of values suggested by the system to populate fields. Use enumerations to standardize the values of these fields, help with data input or use within queries. The list of values appears as a drop-down list from which you can select the value to be entered in the field. The drop-down list also enables predictive input: enter the first letters, and the application fills in the rest.
The values for this type of field are defined via the Administration / Enumerations menu in the left navigation pane.
Create an enumeration create
To create an enumeration, follow these steps:
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Navigate to the Enumerations menu then click the Create enumeration button.
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Enter a Label and an Internal name for the enumeration.
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Select the enumeration Type:
- Closed enumerations have a fixed list of values which can only be modified from the Enumerations menu.
- Open enumerations allow users to add new values directly in the fields based on this enumeration.
- System enumerations are associated to system fields.
- Emoticon enumerations are used to update the emoticon list.
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Click Create. The enumeration details display, allowing you to add values to the list.
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To add a value, click the Add value button then configure it as needed:
- Label: The label to display in the enumeration.
- Internal name: The value鈥檚 internal name (for system enumerations).
- U+ (internal name) (emoticon enumerations): The unicode code for the emoticon (for emoticon enumerations).
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Save your changes. The enumeration is now updated in the screens where it is used.
Use case: Add predefined values to an enumeration uc
By default, the 鈥淥rigin鈥� field in the profile details screen allows users to enter any value freely.
Each time a user enters a value for the field, the value is automatically added to the 鈥淥rigin鈥� enumeration, which can lead to redundant, inconsistent, or erroneous values over time in the values list.
To ensure data consistency and guide users when filling out the field, you can define a set of predefined values. Follow these steps:
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Go to the Enumerations menu and open the 鈥淥rigin鈥� enumeration.
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Review the list of user-entered values and clean it up. Click the ellipsis button next to a value to delete it. If the list contains too many inconsistencies, delete the entire enumeration and re-create it from scratch.
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Add predefined values. To do so, click the Add value button and enter the predefined values users should select from.
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To enforce consistency, switch the enumeration type to Closed, which restricts users to predefined values.
If flexibility is needed, keep it Open to allow new user entries. -
Return to the profile details screen. The 鈥淥rigin鈥� field now displays the predefined values for selection.
