Adding and Managing Choice List Values | Zoho Contracts

Adding and Managing Choice List Values


Overview

In Zoho Contracts, during the addition of a counterparty or an obligation, the user has to choose the counterparty type or the obligation category from a picklist field. There are other similar picklist fields at different locations in the app. An admin can manage the list of options available in these picklist fields from the Choice List section in the Admin settings. 


There are seven different Choice Lists in Zoho Contracts: 


  • Attachment Types
  • Departments 
  • Clause Types
  • Contract Categories
  • Counterparty Types
  • Obligation Categories
  • Termination Reasons


Add a Choice List Value 

  1. Select the Admin tab at the top of the page. 
  2. Select Choice Lists from the left panel.
  3. Select the list that you want to add a choice list value to from the List Types section on the left.
  4. Click Add at the top-right corner of the page. 
  5. Enter the choice list value, then click Add.

Note: If you click Add and New after entering the choice list value, you can add another choice list value without having to click Add again.

Delete a Choice List Value

  1. Select the Admin tab at the top of the page. 
  2. Select Choice Lists from the left panel.
  3. Select the list from which you want to delete a choice list value from the List Types section on the left. 
  4. Click More  next to the choice list value that you want to delete. 
  5. Choose Delete. 


Rename a Choice List Value 

  1. Select the Admin tab at the top of the page. 
  2. Select Choice Lists from the left panel.
  3. Select the list from which you want to rename a choice list value from the List Types section on the left. 
  4. Click More  next to the choice list value that you want to rename.
  5. Choose Rename, then enter the new value. 
  6. Click Update.