Manage List Values and Tags
You can create, edit, merge or delete the values of all the lists used in the different fields of Inova Next Generation, to customize the application and fit your needs and processes.
You need to have a Business Admin role to access this feature.
Access the Lists Settings
Click your avatar at the bottom of the navigation bar and select Administration.
In the Fields tab, you can find all the list values available in the application's fields, including the tags for the initiatives and the opportunities.
To manage one of the lists, click the desired category and list, a new section displaying the values of the list will appear on the right of the page.
Custom Values vs Inova Data Values
These values are created by you and your team. They're notified by a little avatar icon in the Source column.
You can rename, merge and delete them at any time.
Inova Data Values
These values are provided by default by Inova Next Generation to quickly populate the fields with standard values used in the life sciences industry. They're marked by a database icon in the list view and the Source column.
They can't be renamed but can be removed from any opportunity using them.
The values are divided into Local Data and Inova Data. The Local Data tab lists the values used in your instance, both custom and from Inova Data. The Inova Data tab lists the Inova Data values that you haven't yet used in your instance. Once a value from Inova Data has been selected in one of your opportunities, it will move from the Inova Data tab to the Local Data tab. And, conversely, if you remove this value from Local Data, it will be removed from every opportunity currently using it (but still visible in the dropdown list) and moved back to the Inova Data tab.
Add New Values
Click Add, a pop-up will appear. Enter the name of the value you want to add and click Add.
To make sure you're not creating duplicates, a list of existing values is displayed.
On the side section, click the ellipsis icon next to the value you want to edit and select Rename. Click the blue check icon to validate the modification.
For tags, you can also edit the color associated with the tag.
On the side section, select the values you want to merge and click Merge.
A pop-up will appear to ask you to specify the destination value that will replace the merged values, in the Merge into field. The destination value can either be an existing value (selected for the merge or not), or a new value created during the merging process.
Any values (linked to Inova data or not) can be merged. Still, if one of the values was coming from Inova Data, it will be presented again to you the next time you try to assign it to an object (initiatives, opportunities, companies, or contacts).
Delete Custom Values
On the side section, click the ellipsis icon next to the value you want to delete and select Remove and Delete. A pop-up will appear to ask for your confirmation.
When a value is deleted from the Administration page, the value is automatically erased in the initiatives, opportunities, companies, or contacts using it.
Delete Inova Data Values
On the side section, click the ellipsis icon next to the value you want to delete and select Remove.
Warning: Some values can't be deleted as their vital to Inova Next Generation's system. In this case, the Remove button is available but can't be selected.
A pop-up will appear to ask for your confirmation.
Bulk Delete Values
On the side section, select the values you want to bulk delete and click Delete.
A pop-up window will appear to ask you to confirm the deletion.