Difference between revisions of "Dropdown options (formerly constants)"
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== Add a constant option == | == Add a constant option == | ||
First, you will need to open the constants options popup. There are two ways to do this: | First, you will need to open the constants options popup. There are two ways to do this: | ||
*In the top navigation bar, click | *In the top navigation bar, click your cemetery's name. A dropdown menu will appear; click on "Dropdown options" or select an option from the dropdown list next to "Dropdown options". | ||
*Any place in CIMS you see a constants dropdown, there will be a navy blue circular button with a white plus inside. Click this button to see the options for this particular constant. | *Any place in CIMS you see a constants dropdown, there will be a navy blue circular button with a white plus inside. Click this button to see the options for this particular constant. | ||
In the constants options popup, there will be a field at the top with the placeholder text "New option". Type in the name of the new option you would like to add and any remarks (optional). Click "Save". The new option will appear in the list of options below. | In the constants options popup, there will be a field at the top with the placeholder text "New option". Type in the name of the new option you would like to add and any remarks (optional). Click "Save". The new option will appear in the list of options below. | ||
Revision as of 22:40, 8 January 2026
A warning about changing constants
Constants basics
A "constant" is an option that appears in a dropdown box. These are found throughout CIMS, you use them all the time - think burial types, names of funeral homes, wars and military ranks (used by veterans), and more.
Add a constant option
First, you will need to open the constants options popup. There are two ways to do this:
- In the top navigation bar, click your cemetery's name. A dropdown menu will appear; click on "Dropdown options" or select an option from the dropdown list next to "Dropdown options".
- Any place in CIMS you see a constants dropdown, there will be a navy blue circular button with a white plus inside. Click this button to see the options for this particular constant.
In the constants options popup, there will be a field at the top with the placeholder text "New option". Type in the name of the new option you would like to add and any remarks (optional). Click "Save". The new option will appear in the list of options below.
Edit constants
Follow the steps above to open the constants options popup. To change a constant's name, simply click on it, type, and click "Update". Remarks are optional; follow the same procedure to edit them.
To delete a constant, click the red trash can icon to the right of the "Update" button. CIMS will not allow you to delete a constant that is in use.
A warning about changing constants
Be careful when changing the name of a constant, it could have unintended consequences! For example, if you change a constant for a burial type from "Cremation" to "Adult full-body burial", any burials in your cemetery that were using the option "Cremation" will now display as being full-body adult burials! We recommend only changing the names of constants if you need to fix a spelling or minor grammatical error.