Manage Referenced Lists

Pre-Requisites

Before you define this configuration:

  • Ensure you have already created customers in the Web App.

    Ensure you have already created list masters with the Customer data type and added items to them. Only list masters with the Customer data type are available to enable on the customer details screen.

  • If you want to manage a list master, ensure to enable the Lists module from the Settings module. To enable this, go to App Builder > Settings > Customised App Configurations > Default App > Customise Web App Menu.

To define manage reference lists configuration, follow the steps below:

  1. Go to App Builder > Customers.
  2. Scroll down to the Utilities section, and click the Manage Referenced Masters card.
  3. On the Manage Referenced Masters pop-up window, click Manage List Reference.
  4. On the Manage Referenced List page, do the following:
    1. Under the Visible column, select the checkbox against the list master that you want to make available on the customer details screen.
    2. Under the Order column, define the order of the visibility.
    3. Optional: Under the Additional column, click the gear icon to configure settings for the customer status/expiry visibility. Refer to the Advanced Settings - Manage Referenced Masters topic to know more about all the settings.
  5. Click Save.