Custom drop-down menus can be used when building Compliance templates on LeanLinking.
How do I create a new custom drop-down menu?
- Go to the Custom Dropdown page in the Admin module.
- Click the Create button.
- Enter an appropriate title (this title will not be visible when filling in a compliance registration).
- Add each answering option to the drop-down menu. You can add extra options by clicking the Add option button. Clicking and dragging the arrow icon allows you to re-order options.
- Click the Create button.
Note: You can delete an option by clicking the red bin icon next to it. You can always edit a custom drop-down menu by clicking a custom drop-down on the overview. Keep in mind that editing a custom drop-down will change the results on compliance registrations made with this drop-down menu on it.
Here's an example of a custom drop-down menu being created to select a risk evaluation:
How do I delete a custom drop-down menu?
- Go to the Custom Dropdown page in the Admin module.
- Select the custom drop-down menus you want to delete by checking the boxes in the left-most column on the overview.
- Click the Delete button.
Keep in mind that custom drop-downs that are in use on a compliance template cannot be deleted.
How do I use my new custom drop-down menu on a Compliance template?
- Go to the Compliance section in the Admin module and create a new compliance template using the Template Builder, or edit an existing compliance template from the Template Overview.
- To insert the custom drop-down menu in the Entity field select the list icon next to the field as shown below.
- To insert the custom drop-down menu as an answer type in the questions section of the template select Custom Drop-Down from the Choose type box as shown below. A new field will appear where you can choose which of your custom drop-down menus you want to use. Select the appropriate one.
- When you are done with the rest of the template click the Create or Save button at the bottom.