Disable an item origin list

Disabling an item origin list will prevent users from being able to select items that are part of that origin list when adding items to a project, addenda, or contract change.

Instructions

 

  1. Go to Admin, and select Records

  2. In the Zone drop down, select ‘OneOffice’

  3. In the Table drop down, select ‘Item Origin’

  4. You will see a list of origins and you can use headers to resort or you can use the filter tool to find a specific origin. Click on ‘Edit’, then ‘Disable’ the item origin list.

 

The table filter tool is found throughout the application. To use, click on the ‘three dots', then click on ‘Add’ to add a filter. Select the field you wish to filter by and enter the information you are filtering.