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      Edit an Existing Picklist

      Editing an existing picklist allows you to update or modify the choices available in dropdown menus or lists throughout PantrySoft. This guide will help you navigate the process of editing a picklist in the Admin Dashboard of PantrySoft.

      Steps to Edit an Existing Picklist

      1. Access the Admin Dashboard

      1. Log In:
        • Ensure you are logged into your admin dashboard.
      2. Navigate to Setup:
        • Locate and click on the Setup button to access configuration options.

      2. Go to Picklists

      1. Select Picklists:
        • From the Setup menu, select Picklists to view the list of existing picklists.
      2. Locate the Picklist to Edit:
        • You will see various system picklists available in your canvas software. For example, a common picklist that users often need to edit is Visit Types.

      3. Edit the Picklist

      1. Select the Picklist:
        • Click on the picklist you wish to edit, such as Visit Types.
      2. Add or Modify Options:
        • Add New Options: To include new choices, click on the option to add a new entry. For instance, you might add options like Online Visit or Clothing Visit.
        • Deactivate or Edit Existing Options: If you need to remove or change existing options, uncheck the Active box next to the options you want to deactivate. Note that directly deleting or editing existing options may affect historical data and reporting.
      3. Avoid Direct Deletion:
        • Instead of deleting options from the system, which could impact historical data and cause issues with reporting, deactivate them. This approach ensures that historical records remain intact.

      4. Save Your Changes

      1. Save and Exit:
        • After making the necessary additions or changes, click Save and Exit to apply your updates.

      5. Verify and Use

      1. Check the Updated Picklist:
        • Ensure that the updated picklist reflects the changes you made and is available where needed in the system.

      Important Considerations

      • Impact on Historical Data: Be cautious when editing picklists that are already in use, as changes can affect historical data and reporting.
      • Deactivation vs. Deletion: Deactivate options rather than deleting them to preserve historical data and avoid complications in reporting.

      Summary

      By following these steps, you can effectively manage and update your picklists, ensuring they meet your current needs while maintaining the integrity of historical data. If you need further assistance, consult your organization's software documentation or contact support.