Create and Assign Reference Lists

In the Entities Module, you can quickly create and manage Custom Reference Lists, such as:

• Internal code categories

• Lists of Task Types

• Geographic areas

• Company departments of Individuals

• ...

To illustrate this feature, In this guide, we’ll create a list of Mandate Types for a company in the energy sector, to help classify mandates across different committees.

• Create the Reference List
• Assign the Reference List
• Use and Filter

Create the Reference List

Go to:

Under Configuration > Data Customization > Reference list

We can create a new reference list called Mandate Category. 

During creation, you can choose:

• Whether users can add new elements to the list directly during usage.

• Whether to assign a custom code to the list for easier access.

• To create the list in multiple languages, to support international operations.

Once we create our list, we will populate it by selecting it on the reference list tab.

We decide to create 3 elements on our list

1. Regulatory Mandate
2. Operational Mandate
3. Strategic Mandate

Assign the Reference List

After the list creation, we want to create a new custom field, that will bring forward the new list Type into the Mandates.

The custom field, attached to Entity – Mandates, can be input when we create our committees. Here, When a mandate to an instance, we will have the possibility to specify the item we want to select from the list.

Use and Filter

Inside Boards & Committees menu it will be possible to filter and visualise the newly created "Mandate Category". It is possibile to insert the field for old mandate, for which this field is not defined.