Selecting from Lists

When entering details in dialog boxes, some fields show a browse button to help you enter appropriate values for the field. If the choices for the field are limited based on the context, Quotation Central opens a page that lists only those items you can select.

A select list may show when completing a dialog box or adding an item to a list, such as:


  • selecting a workspace folder for a quotation search
  • selecting a workspace folder for a quotation


Before you begin: Open the dialog page where you need to select field values.
  1. Click Browse for the field.

    Quotation Central may limit the list based on items you have access to and their availability for this operation. For example, the list of Workspace Folders includes only those workspaces that you are a member of. If an item cannot be selected, for example, because it is already selected or its state does not allow it to be selected, the check box/button for it is gray and unavailable.

  2. If the items are organized in a hierarchy, the lower-level items are indented and listed under the higher-level items. If a higher-level item has lower-level items, there is a plus sign next to the item. To expand a higher-level item, click the plus sign next to it. To contract a list, click the minus sign.
    Select list

  3. Choose the item or items you want to select. If you can select more than one item, the page shows a check box next to each item, letting you select as many as you want. If you can select only one item, the page shows a button next to each item.

  4. Click Done.