"List" information type

Create a “list” information type

1. Click on the button “create qualitative information”

2. Add a technical name and a display name

3. Select the "list" type from the drop-down list.

4. Select the visibility "for all" (with exceptions)

5. Select a section in which the property will be displayed

6. Select the update behavior:

   1. No validation required: if there is no need to go through a validation cycle to update the piece of information.

   2. Validation required: if it has been deemed necessary to go through a validation cycle by an approver before effectively updating the information.

   3. Admin Only: Updates only possible by administrators.

7. Add a description that will be visible in the property section.

8. If this property must be filled in when creating an entity, then check the "mandatory" box.

9. Click on “submit”.

   

Edit entries manually in a "dropdown list" information type

1. In the left menu, select "Workspace configuration" then "Information".

2. Click on the "Information" tab.
   This module allows you to manage the different information and associated settings.

   

3. Select the information type "list" and click on the associated "manage" action button.

   

4. Add and remove items from the list, by clicking on "add" and "remove".

   

5. For each item you can determine an order of your choice by filling in the "order" information

   
   

Edit Available Values Through Massive Import

You can manage, add, and update your list values through bulk import, saving time and ensuring reliable and consistent reference data.

When you click “Manage”, two import features are available:

• Download the import template

• Import a completed template

Download the import template

1. Click “Download the import template”

2. Open the downloaded Excel file. It contains two tabs:

• Update items: this tab contains, among other things, the technical identifier, order, and label of each value. You can modify the order and label. The technical identifier must not be modified.

• Create items: this tab allows you to add new values by entering their order and label.

3. You can update existing values and create new values in the same file.

4. Save the completed file.

   

Import the completed template

1. Click “Browse…”.

2. Select the completed Excel file from your computer.

3. proPilot automatically checks the file’s compliance during the data quality control step.

4. Review the result:

• If the check is successful, the file can be imported.

• If errors are detected, proPilot displays the issues so that you can correct them in the file.

5. If the check is successful, confirm the import execution.

6. Once the import is complete, a success message is displayed, and the new values or modifications are available in the List information field