home

Browse documentation

SmartFlow Knowledge Center

Get access to documentation, training, and other high-quality resources.

Make changes to a list item

A practice manager can change the name or the description of an item in a table in Lists Management.

To make changes to an item, do this procedure.
Note: For a standard unit of measurement, you can change only the description. For a list of the standard items, refer to Standard items in Lists Management.
  1. Select the user account button.
    The user account button
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows a General settings screen.
  3. In the TEMPLATES AND FORMS section, select Lists Management.
    The Lists Management command
  4. At the top of the screen, select the name of the list, then select the applicable list.
    The name of a list
    SmartFlow shows the items of the applicable list.
  5. Adjacent to the applicable item, select the vertical ellipsis.
    Vertical ellipsis
    SmartFlow shows Edit item and Delete item buttons.
    Note: For a standard unit of measurement, Delete item is not available.
  6. Select Edit item.
    Edit item button
    SmartFlow shows the Edit window for that table.
  7. Make changes as necessary.
    Note: For a standard unit of measurement, the Display name box is not available.
  8. Select Save changes.
    The Save changes button
The table shows your changes.