Using Picklists Sets within a Project


Once the Picklist Set has been created it is ready for use. First a project will have to be created, this is the same process a project creator would use when setting up any project only, on the Configurations tab there is a further drop down for selecting a Picklist Set. Choose a set that has been created and Press Save to create the project.

Data can now be entered/imported and the project used as normal, however you will notice that only the picklists added to the set will appear in their respective groups in HBSI. In the example below there are 3 picklist values from Location Type added to the set. This means that all the other picklist values that appear in projects with no Picklist Set are now filtered out and cannot be used.