This guide explains how to create and activate new functional lists in Provet, such as those used for species and breeds. Learn where to find list creation settings under Settings > List & Templates > Lists , and how to add and activate new lists for use. This article covers functional lists, not item lists.
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Go to Settings > Lists & Templates > Lists.
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Select Add list. A dialogue opens.
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Select the list Type.
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You can set some lists to be clinic location specific, and other options may also be available depending on the list type.
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Add a Name for the list.
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Select Save.
The list is now available on the lists page, but a new list is empty by default. Continue to the next step to add items to the list.
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Find the list on the lists page and select the list name link. The list opens on a new page.
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Select Add item. A dialogue opens.
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You can add an optional Code for the list item. Some types of lists may require coded items.
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In the Label field, add a name for the item.
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Select or fill in any other options depending on the list type.
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Select Save.
To make the list available for use, continue to the next step to activate the list.
Note that only a single list of a specific type can be active at a time. If you want to replace a list, the old list must be deactivated.
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Find the list in the lists table.
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Select Activate on the list row. A confirmation dialogue opens.
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Select Activate to confirm.
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