Edit setup values

When you modify a setup value, all existing records with that value are not affected. Your changes display the next time the value is selected on new records.

Corporate setup values cannot be modified at the property level.

To edit a setup value

  1. Navigate to Setup Values, select the appropriate view, and then click Edit next to the value.
  2. Modify the fields on this page as appropriate.

    Depending on your experience, either an asterisk or a red bar indicates a mandatory field. These fields need to be complete before you can save the record.

    Information details
    Setup Value TypeSelect the type of setup value.
    ValueEnter the label for the setup value.
    AbbreviationEnter an abbreviation for the setup value.

    Active

    Select this option to make the setup value display in its associated list.

    Property

    This is the setup value's associated property.

    Sort Order

    Enter the sort order for the setup value to display.

  3. Click Save.
Learn more...

Overview: Setup values

Clone setup values

Delete setup values