List Management & Site Settings
This course reviews the properties associated with Lists, along with how to manage fields and entry forms.
List Management: About Choice Fields
Choice fields present a dropdown list of available options when users are filling these fields out on entry forms. Learn how to set up and modify Choice Fields.
List Management: Inherit on New Setting (Reference Fields)
Learn how and when to use the "Inherit on New" setting for reference fields.
List Management: About DealCloud Search & Lookup Fields
Learn about how each List's settings impact the end-user experience when searching DealCloud.
List Management: Embedded Data Grids on Entry Forms
Learn how to add an embedded data grid to an Entry Form to track and visualize related entries such as Other Company Affiliations.