Overview
Pick-list values are shared values used in drop-downs and selections across QBM. Keeping them accurate helps users enter data consistently and improves filtering and reporting.
Helpful note: Only maintain list values that your business actually uses. Extra unused values make data entry harder.
Where To Find It
Path: Administration > Pick Lists / Custom List Values
How to manage custom pick-list values in QBM so shared drop-down lists stay clean, consistent, and useful for end users.
How It Works
Users open the list screen, choose the type of list they want to maintain, then add, edit, or remove the values used in that shared list.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| List type selection | Lets the user choose which shared list is being maintained. | Use it before adding or editing a value so the correct list is updated. |
| Value details | Stores the short name and description for the selected value. | Use it when creating new list values or correcting existing ones. |
| List maintenance | Shows existing values and supports review and cleanup. | Use it for periodic cleanup and consistency control. |
Recommended Workflow
- Open the pick-list maintenance screen and choose the list type you want to work on.
- Review the existing values before adding a new one so duplicates are avoided.
- Add or edit the value and description using clear business wording.
- Save the value and test it in the screen where the list is actually used.
- Remove or retire values only when you are sure they are no longer needed.
Best Practice
- Keep list wording short and consistent.
- Avoid near-duplicate values that mean the same thing.
- Review old list values occasionally to keep data entry tidy.