NetResults ProblemTracker
Customizing Menu Values


ProblemTracker allows you to define the values of any Pulldown field type in the data record.

Defining Pulldown Field Values

It is often a good idea to create a backup of your database before making major changes such as modifying your pulldown menus as some modifications are irreversible other than by restoring a backup copy of your database.

To define the pulldown values, click on the "Option Menus" button of the Administrator. You will be presented with a table containing all the Pulldown fields in the data record. Locate the row for the desired field, and click on the "Edit Items" button. You will be presented with a page listing all of the current values.

To add a value, click on the "Add Item" button. When adding an item you can specify:

To edit a value, locate row for the desired existing value and click on the "Edit" button. If you change the "Item Label" for a value, any records with this value selected will display the new "Item Label" you entered.

To delete a value, locate row for the desired existing value and click on the "Delete" button.

Selecting the Default Value for the Add Operation

You can set which value is used as the default value when a new problem record is created. You cannot delete a value if it is currently the default value. You must first set another value as the default, and then delete the value.

Checking Existing Database Values

If you enable a pulldown menu field and there are already existing records in the database, there may be invalid values (values that don't match one of the current pulldown menu entries) for the newly added field in the existing records. Old records may have a value from a previous time when the field was in use, perhaps for another purpose. To check the values in the database (and modify them to have appropriate values for the current use of this field), click on the "Check DB Values" button. If there are any invalid values in the database for the field, they will be listed. By selecting the invalid value, and specifying a value to replace it, you can update the database with valid values and guarantee that all records in the database have values that match the current set of options for the pulldown menu field. If you wish to leave (now) invalid values (perhaps to preserve old records), you can do this, but you can only View such old records. Operations which modify such records such as Edit and Task will not work with such invalid values. And, operations such as Query and Summary can not search for such invalid (obsolete) values.

Since many ProblemTracker operations can not be performed with such invalid values, we strongly recommend that you run Check DB Values after creating (or modifying) any pulldown menu fields.