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User Guide Article

Master List

Purpose

The Master List module is used to maintain predefined values for a selected master. Users can choose a master type, add new values, and manage the existing values.


Navigation

Master → Master List


Master List Page

The page allows users to select a master, add values, and view the existing records.


Available Fields

Field Description
Master Select the required master from the dropdown.
Value Enter the value to be added.

Available Button

Button Description
ADD Adds the entered value to the selected master.

Master Selection

A Master dropdown is available.

In the provided screenshot, the selected value is:

  • Payment mode

The available options in the dropdown are not visible in the screenshot and are therefore not documented.


Values List

The list displays the values available for the selected master.


List Columns

Column Description
S.No Serial number.
Values Value associated with the selected master.
Action Available actions for the value.

Available Actions

Each record provides the following actions.

Action Description
Edit Opens the selected value for editing.
Delete Deletes the selected value.

Workflow – Add a Master Value

Step 1

Navigate to:

Master → Master List

Step 2

Select a value from the Master dropdown.

Step 3

Enter the required text in the Value field.

Step 4

Click ADD.

Step 5

Verify that the value appears in the list.


Workflow – View Master Values

Step 1

Open Master → Master List.

Step 2

Select the required Master from the dropdown.

Step 3

Review the values displayed in the list.


Workflow – Edit a Master Value

Step 1

Locate the required value.

Step 2

Click the Edit icon in the Action column.


Workflow – Delete a Master Value

Step 1

Locate the required value.

Step 2

Click the Delete icon in the Action column.