Changing the configuration of an Item Type

Modified on Fri, 13 Oct, 2023 at 9:49 PM

For each Item Type an Administrator can specify the sequence in which it appears in any drop down and give it a Description as well as a Title.  You can also disable an Item Type so that it does not appear in the list of Item Types when creating Items, but any Items of this Type will remain in the list and not be deleted. 


There are nine optional fields that can be included in the Details tab on an Item and which of these appear is defined on the Item Type, in addition they can be defined as Mandatory and if there is an associated list of values a Default value can be selected. 


Item Types may be defined at the Portal level, which are used by default when creating a Project, or at The Project level if this is selected once the Project has been created. 


Go to the Configuration part of the Portal.


To change the global configuration of an Item Type navigate to the Settings option under the Item Manager heading if you wish to change an Item Type used Globally.

An Administrator can then select the Item Type you wish to amend by hovering over the Name and clicking on the ellipsis (three dots) that appears and selecting Edit. 

This will display a dialogue box where you can change the configuration of the Item Type. 

An administrator can change the Title, Description, Sort Order and enable or disable the Item Type at the top of the dialogue and select the optional fields to be used for the Item Type at the bottom.  For each of the optional fields, you can define whether they should be Mandatory or Not and if there is a list of values associated with the field select a Default value to be filled in when an Item of this type is created. 

Make your changes and click on the Save button.

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