Reference fields

Below you will find an overview of fields that can use predefined values.

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In the example above, the “Action – Fund” field has been selected. Select the row to display an overview of values that you can edit, delete, add and/or enable.

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By selecting a row here, you can delete it using the cross symbol. To edit the row, click the edit icon. You can then edit the code and description, and enable and/or disable it. If you choose to disable it, this value will no longer be visible in the drop-down list in the program.

You also have the option of enforcing the values defined here, so that no other text or coding can be entered in the program; you can only choose from the values described here.

You do this by checking the box next to Enforce predefined values.

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