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On this page
  • 1 - Main Page
  • 2 - List of All Options for a Field
  • 3 - Edit Your Option
  • 4 - Confirmation
  1. Documentation
  2. Admin Tools
  3. Settings

Linked Tables

PreviousGeneralNextTooltips

Last updated 7 months ago

Across the InterVal system, various dropdown menu or multiple-choice fields are used. While we have tried to cover most possible choices you will need in the default settings, there might be instances where you require additional choices or drop down options. In this section, you can customize the options available dropdown menus and multiple-choice fields.

For example, if you have a property with a special flooring type like 'Italian marble' that is not listed in the default settings, you can add it directly here in the linked tables. Similarly, if there are too many options available for a particular field, causing delays in selection, you can choose to hide certain options from the system.

Review the numbered labels on the screenshots below and read the associated text to learn more about the different features on this page.

1 - Main Page

The main page is organized into six different tabs where you can access the specific modules that you wish to add options to or remove options from. Alternatively, you can use the 'Type' dropdown menu to navigate the same categories listed in the tabs. Finally, you can also use the 'search' function to rapidly find a specific module and dropdown option.

  1. Tabulation System: Access six different broad categories of fields - including: 'Terms of Engagement & Audit Trail', 'Measurements', 'Property', 'Comparables & Landmarks', 'Valuation', & 'User'.

  2. Field Options: Click to access and edit the field options for each specific dropdown menu.

2 - List of All Options for a Field

This screen shows all the options available for a specific dropdown field. You can add new options, hide existing ones, or view the details of the existing options.

  1. Back Button: Click to go back to the main page.

  2. Add New Option: Click to add a new option to the field.

  3. Subtypes Browse: Fields may be arranged by subtypes, so click here to browse the various subtypes.

  4. Hide Option: Hide an option from the system (deletion is impossible unless the field option has been entered by one of your organization's users and the option has not yet been used in one of the projects in the system).

  5. View Details: View the option details.

3 - Edit Your Option

This screen allows you to add a new option to a field or edit an existing one.

  1. Back Button: Click to go back to the previous screen.

  2. Reset: Click to reset the form.

  3. Save: Click to save the new or edited option.

  4. Name: Enter the name of the new option or edit the existing name

  5. Property Sub-Type: Select the relevant property sub-type for this option.

4 - Confirmation

Once you have added a new option, it will appear in the list. You can edit or delete it as needed

  1. Edit or Delete: Click to edit or delete the newly added option.

Linked Tables - Main page
Linked Tables - Editing page
Linked Tables - Form
Linked Tables - Deleting new entries
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