Add/View or Edit a New List Item

Owned by Liz Griffin (Unlicensed)
Last updated: Feb 03, 2017
2 min read

Applies To Version(s): 3, 3.5 & 3.7

Staff Users

  1. Open any list. The Daily Journal list is shown in the image.
  2. Click the add new entry link.
  3. Complete the fields. *Fields indicated with a red star are required to contain information. Required fields must be completed in order to successfully save a new item.
  4. Click OK to save and finish. Records must be completed or saved within 30 minutes or changes will be lost.


Administrators may add a new list item using a Staff user account or an Administrator user account.


Administrator Users

  1. Open any list from the All Site Content page to load the list view. The Daily Journal list is shown in the image.
  2. Click > New from the  List Toolbar New menu > you will be presented with optional content types to add an entry to the list
  3. Select the available/applicable content type to load the New form. In this case 'Daily Log'
  4. Follow steps 3-4 in the Staff access instructions above. 


View/Edit a List Item

  1. Hover your mouse over the record to expose the item menu access arrow.
  2. Click the arrow to open the Item Menu for List Records.
  3. There are two ways to open the Edit form.                  
    1. Select Edit Item from the dropdown menu.
    2. Or, select View Item from the dropdown menu. Then select Edit Item from the Item Toolbar for List Records.
  4. Make your changes remembering to complete all required fields.
  5. Click OK to save. Edits must be completed within 30 minutes or changes will be lost.

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