Beta version of the new documentation.

Custom dials

A custom drop-down list is a user-defined list of items to be displayed in a form’s drop-down field. Custom drop-down lists are used whenever it is necessary to ensure data consistency for recurring values. Unlike text fields, they do not allow different spellings of the same term.

Creating a custom dial

To create a custom code list, use the list available at Configuration DatabaseUser-defined fieldsCustom code lists, by clicking the + Add Code List button.

Image: Button for creating a custom dial
You can add custom values to the codelist by clicking the + Add button. Individual values can be rearranged in the desired order by clicking and dragging the icon . If the name of a codelist item is difficult for the user to understand when selecting it in the form, you can add a Description to the name—this will appear as a tooltip when the user hovers the mouse cursor over the value. A codelist value marked as Default will be automatically filled in the form. A value can only be removed from the codelist before it is saved. After saving, the value can only be disabled by changing the status of the required value .
Figure: Form for defining a custom dial

After entering the data, you must save the code list by clicking the Create button.

List of custom dials

A list of created code lists is available in the main menu under Configuration database User-defined fields Custom code lists. The header of the basic properties list window displays the number of records shown out of the total, and also contains controls for creating a new code list and searching using an advanced filter, along with the option to save it.

Image: List of custom dials

To edit a field, double-click on the row, or click the hamburger menu at the end of the row and select Edit.

Note: Overwriting the name of a code list value will overwrite that value in all forms, including those saved previously, because the application maintains a reference to the record ID rather than its name.

Image: Editing a custom dial

Searching and filtering in the list of custom dialing codes

For an effective search, you can use the Search field located above the list of code lists.

Image: Searching the list of custom dials

If you need to search the code list based on multiple criteria, you can use the advanced search filter, which you can apply by clicking the button next to the Search field. In this filter, you can specify specific search criteria for the following columns:

  • Any column
  • Name
  • Description
Figure: Filtering criteria in the list of custom dials

Depending on the column type, you can choose between “contains” or “does not contain” conditions for the search term or part of it; for drop-down lists, select one of the available values. You can freely combine and expand search conditions using the logical operators AND (and) and OR (or). You can save frequently used or otherwise specific filtering conditions under a name of your choice, and they will be available with a single click above the list of user fields for future use.

For more information on how to use filters effectively in CDESK, see the articles “Searching and Advanced Filters” at and “Searching and Advanced Filters” at.