Terms are configured in the Licenses section of the Settings app under Terms and License term pick list setup.
1 | Go to Settings > Licenses > Terms |
2 | Click “New” button |
3 | Complete all fields marked with an asterisk
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4 | Click Save
Term is saved and displayed with correct information and Delete and Edit buttons |
1 | Go to Settings > Licenses > Terms | |
2 | For the term, click “Delete”
Prompt opens warning the term will be deleted | |
3 | Click “Delete” in prompt
Term successfully deleted.
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1 | Click on "Settings" app. "Settings" app opens. |
2 | Click on "Licenses" in the left column. A new column next to the left column appears. |
3 | Click on "pick lists" in the new column. A list of all pick lists is shown. |
4 | Click on the "new" button in the right upper corner. A new pick list appears in the shown list. |
5 | Fill the empty field with a Name and click on "save". The pick list is created. |
1 | Click on "Settings" app. "Settings" app opens. | |
2 | Click on "Licenses" in the left column. A new column next to the left column appears. | |
3 | Click on "Pick lists" in the new column. A list of all pick lists is shown. | |
4 | Choose the record you want to delete and click on the trash can symbol in the same row.
Expected Result A new window opens. | |
5 | Click on "delete". The pick list is deleted. |
1 | Go to Settings > Licenses > Pick list values |
2 | In the “Pick list” dropdown select the picklist to which you want to add a value |
3 | Click “New” button
New line appears in list of pick list values |
4 | Enter a label, which will be a new value in the pick list, and click “Save”
New value saved successfully |
5 | Repeat to built a list |
Picklist values can be edit or deleted by clicking the pencil (edit) or trashcan (delete) next to the label. |