Download page Editing, Disabling, and Deleting Items in a Clause Group List.
Editing, Disabling, and Deleting Items in a Clause Group List
A user with the List Admin permission can edit an item in a Clause Group list by changing its name or description, or changing the order in which it displays in the list. A List Admin can also disable a list item so that it is temporarily removed as an option in the list when a Clause Admin adds a clause or a Role Adminadds a user role. A List Amin can permanently delete a list item if it is no longer needed, as long as it is not currently being used by a clause or user role.
Click theGear Iconin theAdministrator Navigation Toolbarand click theListslink in the menu.
In the List Administration screen, enter Clause Library in the Search field and press theENTERkey on your keyboard, or scroll down to the Clause Library section.
In the Clause Library category, click theClause Grouplist to display the existing items in the right side of the screen.
Locate the list item you want to edit, and perform any of the following edits:
Click in theNamefield and type over the existing text to change its name.
Click in theDescriptionfield and type over the existing text to edit the information that displays when a user hovers over the list item.
You can reorder icons to change the order in which the list item appears in the Clause Group list in theClause ProfileorRole Profilescreen.
Addanother item selection to the Clause Group list.
Locate the list item you want to disable, and click its Disabled check box.
Clear the check box to display the list item in the Clause Group list when adding a clause oruser role.
Locate the list item you want to delete, and click its icon.