Using Selection Lists
Some ePermitting fields can be filled by selecting one or more items from lists stored in the system.
Selection screens are used to locate and add available data for:
· Business Partner IDs
· Municipalities
· Review Team Members
· Permit Conditions
· Reviewer and Responder Comments
· Work Descriptions
· Fees
· Customer Account Number
When a selection list is available, the EDIT button will appear beside the field.
The lists vary slightly if the current field allows only one entry or if multiple entries can be added.
Single Entry Selection List
If only one item can be selected, plus signs appear beside the available records. To add a single item to a field:
1. Click Edit on the field to move to the Selection window.
2. All items currently available for selection appear in the Available Records section at the top of the window. The left column contains plus signs for each item.
3. If needed, use the direction arrows to move among the pages of the list. Click the Records Per Page dropdown to change the number of items that appears.
4. If needed, use the Filter or Search dropdown to locate a specific item or search for items containing specific text. Select the column to search and enter the desired search criteria. Click GO to redisplay the list with only the selected items. Continue to search or RESET the list as needed.
Note: For best results, type an asterisk (*) before and after the word as a wild card. For example, to locate all names that contain Smith, select the Filter option, select the field, type smith in the field and click GO.
5. After locating the item, click its check box to select it and return to the previous screen.
Multiple-Entry Selection List
If a field can be filled with more than one item, check boxes appear beside the available records.
To add one or more items to a field:
1. Click Edit on the field to move to the Selection window.
2. All items currently available for selection appear in the Available Records section at the top of the window. The left column contains check boxes for each item.
3. If needed, use the direction arrows to move among the pages of the list. Click the Records Per Page dropdown to change the number of items that appears.
4. If needed, use the Filter or Search dropdown to locate a specific item or search for items containing specific text. Select the column to search and enter the desired search criteria. Click GO to redisplay the list with only the selected items. Continue to search or RESET the list as needed.
Note: For best results, type an asterisk (*) before and after the word as a wild card. For example, to locate all names that contain Smith, select the Filter option, select the field, type *smith* in the field and click GO.
5. After locating one or more items, click the check box or check boxes in the left column.
6. Click Apply to move the items to the Selected Records list.
7. Continue selecting items as needed.
8. Click OK to return to the previous screen and update the field.
To remove items from a field using a selection list:
1. Click Edit on the field to move to the Selection window.
2. All items currently selected appear in the Selected Records section at the top of the window. The Remove column contains check boxes for each item.
3. To remove a selected item, click the check box beside the item.
4. Click additional check boxes to remove additional items.
5. Click Apply to move the items from the Selected Records list to the Available Records list.
6. Click OK to return to the previous screen and update the field.
7. Click Save.