Enumerated lists

Enumerated lists, also called lists, contain predefined sets of values. They are grouped in categories. After defining a list, it can be used in case, contact and resource fields.

Introduction to lists in ConSol CM

Lists are used when defining the data model for cases, contacts and resources in ConSol CM. They can be linked to data fields for which a predefined set of possible values exists. In this way, you can limit the values which the user can enter into the data field and improve usability as the user can simply select the desired value instead of having to type it.

Common use cases for lists are priorities, countries or product names.

Concepts, terms and definitions

Concept	Other terms	Definition
list	list group, enum group, enumerated list	A list contains a set of values which are displayed according to the configured sorting.
list category	list type, enum type	List categories allow to group lists, so they are easier to locate and manage in the Web Admin Suite.
list value	enum value	A list value is a selectable item in the list.

Purpose and usage

Lists are used in data fields for which a predefined set of possible values exists. The user can select one of these values. It is possible to implement hierarchical lists with one or more sublevels using hierarchical lists or scripts of the type Dependent enum.

Lists are defined on the Enumerated lists page of the Web Admin Suite. Then they are used in case, contact or resource fields of the type enum. The same list can be used independently in several data fields, see Data fields.

Available settings for lists

Lists are managed in the menu item Lists, subitem Enumerated lists of the Web Admin Suite. The following sections describe special settings for lists: the display, sorting and color.

Display of lists in the Web Client

The display of a list in the Web Client depends on the setting Enum display made for the data field which uses the list. The following display types are possible:

• drop-down list (1)
  The user opens the drop-down list and clicks a value to select it.

  Value: List (default if nothing is set)
  

• autocomplete list (2)
  The user opens the drop-down list. He can type in the Choose one field to narrow down the list values to those matching the search string. This is useful for large lists.

  Value: Autocomplete list

• radio buttons (3)
  The user clicks one of the radio buttons to select a value.

  Value: Radio buttons

In all cases, only one list value can be selected. Multiselect is not possible.

Sorting of list values

The sort order of the list values in the Web Client is determined in the list details. There are two ways of sorting list values:

• alphabetically by localized value (option By localized value)
• user-defined by order in the Web Admin Suite (option By list position)

If you select the user-defined sorting, you need to sort the list values in the Web Admin Suite using the arrow buttons or drag&drop.

Color setting

Each list value can have a color which is set in the details of the value. If the list is used in a case field with the setting Color of the case icon, the case icon has the color of the selected list value. You can have one case field with this setting for each queue. For example, the case field priority is used to determine the case icon’s color in the HelpDesk queue, so that urgent cases have a red case icon.

Basic tasks

Lists are managed on the Enumerated lists page of the Web Admin Suite. The following sections describe the basic tasks for lists.

Locating lists and list values

Please proceed as follows to search for lists or list values:

• Lists: You can search for a list by entering its name in the search field above the list categories or lists.

• List values: You can search for a list value by entering its internal or localized name in the search field above the list categories, lists or list values.

The table whose search field you use is filtered, so that it displays only the elements which contain the search text in their name or in the name of one of their subelements.

Managing list categories

You can perform the following actions on list categories:

• Create a new list category
  Click the New list category button and enter a name for the list category.

• Edit the internal name of a list category
  Click the Edit icon and enter a new internal name, also called technical name, for the list category.

• Enable / disable a list category
  Click the Activate/Deactivate icon to enable or disable the list category.

  Disabled list categories cannot be used in data fields and hierarchical lists anymore. You cannot disable a list category if one of its lists is used in a data field or hierarchical list.

• Delete the list category
  Click the Delete icon to delete the list category.

  You can only delete list categories if none of their lists are used in data fields or hierarchical lists.

Before deleting or disabling items, or editing their internal names, make sure that they are not used in scripts. This is not checked automatically.

Managing lists

You can perform the following actions on lists:

• Create a new list
  Select a list category and click the New list button. Enter a name for the list and select a sorting option. See Sorting of list values for the effects of the selected option.

• Determine the sorting of the list values
  Click the Edit button and select a sorting option. See Sorting of list values for the effects of the selected option.

• Edit the internal name of the list
  Click the Edit button and enter a new internal name, also called technical name, for the list.

• Determine the availability of the list for text templates
  Click the Edit button and select the Template enabled checkbox if the list should be available as an enum parameter for text templates. See Using variables in text templates for a detailed description of enum parameters.

• Enable / disable the list
  Click the Activate/Deactivate icon to enable or disable the list.

  Disabled lists cannot be used in data fields anymore. You cannot disable a list if it is used in a data field or hierarchical list.

• Delete the list
  Click the Delete icon to delete the list.

  You can only delete lists which are not used in data fields or hierarchical lists.

Before deleting or disabling items, or editing their internal names, make sure that they are not used in scripts. This is not checked automatically.

Managing list values

You can perform the following actions on list values:

• Add a new list value
  Select a list and click the New list value button. Enter the internal name and the localized names for the list value. You can select a color for the list value. See Color setting for the effects of the color setting.

• Edit the internal name
  Open the details of the list value to edit the internal name, also called technical name.

• Edit the localizations
  Open the details of the list value and edit the names of the list value in the configured languages.

• Select the color for the list value
  Open the details of the list value. Click in the Color selection field and select a color. See Color setting for the effects of the color setting.

• Sort the list values
  There are two ways to sort the list values. You can either drag each value to the desired position or use the Sort order up and Sort order down icons to determine the order. See Sorting of list values for the effects of ordering list values.

• Enable / disable a list value
  Click the Activate/Deactivate icon to enable or disable the list value.

  Disabled list values cannot be selected anymore. They are still displayed and they can be used in searches. You cannot disable a list value if it is used in a hierarchical list.

• Delete a list value
  Click the Delete icon to delete the list value.

  You can only delete list values which are not selected in data fields or used in hierarchical lists. If the list value is in use in cases, contacts or resources, you must select another value of the same list to replace the deleted value in the affected objects.

Before deleting or disabling items, or editing their internal names, make sure that they are not used in scripts. This is not checked automatically.

Advanced tasks

Using lists in data fields

Lists can be used in data fields which belong to the case, contact or resource data model. Once you have created a list, you can use it in several data fields. Any update to the list affects all data fields where it is used. See Data fields for details.

The data fields of the type Enumerated list or Hierarchical list where the list is used are shown in the Assigned to fields section which is displayed below the selected list. You can click the chip icon with the field name to open the field definition on the Case fields, Contact fields or Resource fields page.

Using lists in hierarchical lists

You can create hierarchical structures which consist of several lists. They are managed on the Hierarchical lists page.

Using lists in dependent enum scripts

You can use scripts of the type Dependent enum to filter lists and to implement hierarchical structures which consist of several lists. Dependent enums provide the maximum flexibility, see Scripts of type Dependent enum.