Setting up an Item Matrix

Setting up Custom Lists.  

Go to Customization > Lists, Records, & Fields > Lists > New. 

  1. In the Name field, enter a name for your custom list. 
  2. Select the custom list Owner from the list. Only the owner can edit this record. 
  3. Enter a Description of this list. 
  4. Choose to show these options in either The Order Entered or in Alphabetical Order
  5. To indicate that this list is for an item matrix, check the Matrix Option List box. 
  6. Click the Values subtab and then complete the following: 
  1. In the Value column, enter the first value for your list. 
  2. In the Abbreviation column, enter an abbreviation for this value. 
  3. Check the Inactive box if you do not want this to show in lists. 
  4. Click Add
  5. Continue adding values and translations. 
  6. When you have finished, click Save

Repeat these steps for each list of options for your matrix items. 

After you create your lists of options, you need to create a custom item field for each of your lists. 

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