Values Lists

Values lists allow administrators to define the values that users are allowed to select from in a Values List, Matrix, or Cross-Application Status Tracking field. There are 2 types of values lists.

Values list types

Other administrators can access and reuse Global Values Lists. Use global values lists to populate Values List, Cross-Application Status Tracking, and Matrix fields in an application.

For example, if you create a global values list that includes project statuses (pending, in process, under review, completed, and so on), and you use this global values list in an Exception Requests application, other administrators can use this values list in applications they create, such as an Incidents application.

Field-specific values lists are considered “local” to their related field, meaning that they cannot be used again to populate other fields. Field-specific values lists are useful in cases where the values do not make sense in the context of another application or field. For example, a values list with the values “Draft” and “Final” may be useful only for a Status field in a Document Repository application.

Who can manage values lists?

Through an access role, you must have the following rights.

To work with all global values lists:

  • Appropriate CRUD rights to the Administration: Application Builder: Manage Global Values Lists page.

To manage a specific global values list:

  • Appropriate CRUD rights to the Administration > Application Builder > Set Up/Maintain GVL: GVL Name page.