Each clause in Portfolio/Lists/
Clauses contains Category, Type, and Responsible fields, defined by record type. To streamline the creation of values for these lists they are grouped together by record type in this table.
To define values for one of these lists:
-
Locate the record type with which the clause will be associated
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Click the button in the Category, Type, or Responsible column. A dialog opens. Use the tree in the dialog to enter list values.
The button in each column changes from
to
after one or more values has been added to the list.
