Modifying a List or Dropdown

Description: Some workflows use a dropdown list for filing different documents. If you're wanting to change a workflow's dropdown options, please contact PIF help if you are uncomfortable or unsure of changing things around. 

Modifying a List

  1. Identify which list you are modifying
  2. Head to the Admin tab
  3. Select List in the Process tab
  4. Select which list you want to modify
    • Your options in the panel to the right should change to the lists options in the list selected
  5. Add what option you would like in the proper alphabetical location or add it and select the "Sort List" check box (Treat this box as a regular typing document)
  6. SAVE