OPPTIMO

Help Center

Lists

Purpose

To create/ edit/ view custom field or lists to be added in templates

Steps:

Main view -> Click on alt text drop-down -> Select alt text from the drop-down list

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Create Lists

Steps:

Step 1: Click on alt text -> Select alt text -> Click on alt text option in “Custom Lists” window.

Step 2: Enter list [Name] and [Description] in the “Create a List” window.

“Advance Custom Field” option can be used to store details of list items/ values. By default, < Name> and < Code> of each item is recorded in the system. If you need to add other fields to store details of list, you can add them by using alt text button.

Step 3: Click on alt text button.

Edit Lists

Steps:

Step 1: Click on alt text -> Select alt text -> Click on alt text icon in “Custom Lists” window.

Step 2: Edit required details in “Edit a List” window.

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Step 3: Click on alt text button to save changes. Click on alt text button to exit.

Delete a List

Steps:

Step 1: Click on alt text -> Select alt text -> Click on alt text icon in “Custom Lists” window.

Step 2: Click on “Yes” button to confirm the deletion in “Attention” pop-up window or click on “No” to deny the deletion.

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View List Information

Steps:

Step 1: Click on alt text -> Select alt text

Step 2: Click on alt text icon in “Custom Lists” window to open “List Information” screen

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Add Items to Lists

Steps:

Step 1: Click on alt text -> Select alt text

Step 2: Select the custom list you need to add item.

Step 3: Click on alt text option.

Step 4: Enter new item details in “Add a Item” window.

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Step 5: Click on alt text to save the item to list and add another new item. If not, click on alt text button to save the item to list and close “Add a Item” window.

Edit Items of Lists

Steps:

Step 1: Click on alt text -> Select alt text

Step 2: Select the custom list & item you wish to edit.

Step 3: Click on “Edit Item” alt text icon in the action column

Step 4: Edit item details in “Edit an Item” window.

Step 5: Click on alt text button to save the modifications.

Delete Items of Lists

Steps:

Step 1: Click on alt text -> Select alt text

Step 2: Select the custom list & item you wish to delete.

Step 3: Click on “Delete Item” alt text icon in the action column

Step 4: Click on “Yes” button to confirm the deletion in “Attention” pop-up box OR click “No” to deny action.

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