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How to Edit a Custom Values Set

Follow the steps below to learn how to edit a value set.

  1. From the home page, select the Setup tab located to the right of the site.
  2. Select the “Manage Values Sets” option.How to Edit a Custom Values Set (1)
  3. Search for and click on the down arrow to expand the Values Set to edit. Then select the “Edit Values Set” button.How to Edit a Custom Values Set (2)
  4. The selection will automatically populate the applied options for the Values Set. To add more, the user can search for metrics or click the other preset options next to “Applied”.How to Edit a Custom Values Set (3)
  5. Once complete, select the Purple save button underneath "Edit Values Set" to save any progress made.