The Picklist Customization screen helps the Account Administrator to add new items, update the item name or delete the item Issue Type and Document Type picklist as per requirement.
Picklist Type: The Picklist Type provides the user with the option to select the type of picklist which is to be customized. The user can select either Issue Type or Document Type picklist as required.
- Click on the Picklist Type link. The window displaying the types of picklists appears. Select the type as Issue or Document as required.
- Click on the Add Picklist Item button. The window for adding details of a new item appears. Specify the document/issue type (based on the option selected at Picklist Type field). Click on the Active slide bar to make the option available in the application.
- Click on the Save button.