Limit Lists

Administrators can configure a picklist on a form to only show specific options. This can provide a simpler experience for users.

For example, an organization using the Equipment Inventory module may have specific conditions that apply only to pump equipment. They can setup a Pump Equipment Inspection form that only lets the employee select the conditions that relate to pumps.

  1. While designing a form, select the picklist field you want to edit.
  2. Select the Component Information Form grid with pencil edit component info icon button. The Component Information pop-up appears.

  3. Scroll to the bottom of the pop-up and select the Configure Limit List button. A pop-up similar to the following appears:

Option 1 - Add items to Limit List

  1. Select the Limit by Items radio button above the right column.
  2. Select one or more values from the Code/Type column on the left that you want to be included in the picklist.
  3. Select the limit list right arrow between the columns to move the values to the right column.
  4. Select the Include Items radio button under the right column.
  5. Select Save.

Option 2 - Remove items from picklist

  1. Select the Limit by Items radio button above the right column.
  2. Select one or more values from the Code/Type column on the left that you want to be excluded from the picklist.
  3. Select the limit list right arrow between the columns to move the values to the right column.
  4. Select the Exclude Items radio button under the right column.
  5. Select Save.
  1. While designing a form, select the picklist field you want to edit.
  2. Select the Component Information Form grid with pencil edit component info icon button. The Component Information pop-up appears.

  3. Scroll to the bottom of the pop-up and select the Configure Limit List button. A pop-up similar to the following appears:

Option 1 - Add items to Limit List

  1. Select the Limit by Query radio button above the right column.
  2. Type a SQL query into the right column to select desired picklist items. *See examples below.
  3. Select the Include Items radio button under the right column.
  4. Select Save.

Option 2 - Remove items from picklist

  1. Select the Limit by Query radio button above the right column.
  2. Type a SQL query into the right column to select the picklist items you want to exclude. *See examples below.
  3. Select the Exclude Items radio button under the right column.
  4. Select Save.

*SQL filter rules and examples

Simple Code Types

  1. Begin the filter at the Where.
  2. The system will automatically update the filter to identify the field. Examples:
    • WHERE CODE LIKE '%1%'
    • WHERE CODE IN ('B1', 'B2', 'B3')

Work Flow Setup Lookups

  1. The SQL should begin with the table name for the Work Flow Setup module the records are coming from.
    • This may be created by going to the related Work Flow Setup module and using the Filter tool to select the desired records.
  2. Use the View SQL button in the Filter tool to copy the filter. Example:
    • WKUPROB WHERE PR_311_FLG <> 0
  1. While designing a form, select the Category field.
  2. Select the Component Information Form grid with pencil edit component info icon button. The Component Information pop-up appears.
  3. In the Component Information pop-up set a Default Value for the Category.
    • Every Asset added using this form will have the same Category.
    • The Category will automatically populate the Asset Type field.
  4. Close the Component Information pop-up.
  5. Select the Asset Rec # field.
  6. Select the Component Information Form grid with pencil edit component info icon button. The Component Information pop-up appears.
  7. Scroll to the bottom of the pop-up and select the Configure Limit List button. The Limit List pop-up appears.
  8. Set up the Limit List as desired using the instructions in the how to's at the top of this page.