Configure Dropdown Options in Boards and Committees

Before you can select options from dropdown lists in the Boards or People modules, you must configure your dropdown settings. This article will show you how to add, edit, and delete dropdown options.

Add a Dropdown Option

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Select a category to modify its Dropdown Options:

   • Boards: Modify options for Boards

   • Roster: Modify options for the People Roster

   • People: Modify options for People

   • Applications: Modify options for Applications

   • Training: Modify options for Training

   • Documentation: Modify options for Documentation (files, attachments, or similar)

   Note:

   The process to configure dropdown options is the same for all categories.

5. Click the Add button next to a category name to create a new dropdown option:

6. Enter a name for the new option in the Description box:

7. Click the Save button:

8. The dropdown option has been added

Edit a Dropdown Option

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Select a category to modify its Dropdown Options:

   • Boards: Modify options for Boards

   • Roster: Modify options for the People Roster

   • People: Modify options for People

   • Applications: Modify options for Applications

   • Training: Modify options for Training

   • Documentation: Modify options for Documentation (files, attachments, or similar)

   Note:

   The process to configure dropdown options is the same for all categories.

5. Click the Edit button to the left of the option you wish to modify:

6. Edit the Description of the dropdown option as desired:

7. Click the Save button to save your changes:

8. The dropdown option has been edited

Delete a Dropdown Option

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Select a category to modify its Dropdown Options:

   • Boards: Modify options for Boards

   • Roster: Modify options for the People Roster

   • People: Modify options for People

   • Applications: Modify options for Applications

   • Training: Modify options for Training

   • Documentation: Modify options for Documentation (files, attachments, or similar)

   Note:

   The process to configure dropdown options is the same for all categories.

5. Click the Delete button to the left of the option you wish to delete:

6. Click the OK button on the pop-up box that appears to confirm the deletion:

7. The dropdown option has been deleted