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When to Use Custom Dropdown Set

This feature is designed to show different dropdown list by profiles. Here are the use cases:

  • Case 1: In a multi-site deployment one site does not use work order "Detective" and "Calibration" categories while "Detective" and "Calibration" are used by other sites.
  • Case 2: Certain dropdown values are not allowed for some users. 

Here are the steps to implement custom dropdown sets.

  • Define custom dropdown sets and excluded dropdown values
    • Menu path: Admin module | Data design | Dropdown Set
  • Assign dropdown sets to ACL profiles to exclude dropdown values:
    • Menu path: Organization module | ACL Profiles | ACL Profile List
Here is a screenshot to define dropdown set with excluded work order categories:
Work Order Step Enforcement by Status
Asset and Location Custom Fields in Work Orders

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