Picklists are a nice time saving feature when creating templates or RapidRemarks. For example, instead of having a series of checkboxes for Foundation Type, or a "fill in the blank" template for indicating the foundation type, you could create a Picklist that allow you to simply select the foundation type from a pull-down list that is embedded right within your comment.
Creating a new picklist or modifying an existing picklist
Use the Picklist Manager to create or modify a Picklist. To invoke the Picklist Manager, use the menu sequence Tools ® Picklist Manager.
Within the Picklist Manager, either select an existing picklist or click on the New button to create a new picklist. You can add or delete entries by modifying the set of Picklist Items. You can also have the Picklist Manager sort the list items for you by simply clicking on the Sort Items button.
Inserting a picklist into a comment or a RapidRemark
Place the text cursor where you would like to insert a picklist, then click on the Insert Picklist editor toolbar button
. This will popup a menu for you to select the picklist you want to insert into your comment. Once inserted, a picklist will have a double blue underline until you have selected an item from the picklist, at which time it will turn to purple.
Selecting from a picklist
To select from the embedded picklist, simply click anywhere on the double underlined text and pick an item from the popup list. Picklists that have had an item selected are double underlined in purple (picklists with nothing selected are double underlined in blue). Please note that during report generation, if you have set your audit preferences to audit picklists, WhisperReporter will warn you if there are any picklists that have not been selected from, and will keep the double blue underline in the report so that you can visually browse the report in Print Preview to find the picklists you have missed. The purple underline will not appear in the report.