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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Administrators can manage all picklists at /settings/picklists. This route renders PicklistsPage from src/platform/picklists/pages/PicklistsPage.tsx with no explicit route-level permission wrapper.

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Overview

The Picklists page lists all picklists available to the organization using PicklistsTable. It is organized in two tabs: Picklists (the main list) and a Templates library (PicklistTemplateLibrary). Users with pf.picklists.admin permission can export picklists via PicklistExportDialog, import picklists via PicklistImportDialog, and apply templates from the template library (which pre-populates the import dialog with templateRecords). Selecting a picklist row navigates to /settings/picklists/:id for detail view and editing.

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Who it’s for

No explicit permission gate on the route. Admin actions (export, import) require pf.picklists.admin (checked at component level).

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Before you start

  • You must be signed in.

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Steps

  1. Navigate to Settings > Picklists (/settings/picklists).
  2. Browse the list of picklists in the Picklists tab.
  3. Select a picklist to view its details and items.
  4. Use Export to download picklist definitions.
  5. Use Import to upload picklist definitions from a file.
  6. Switch to the Templates tab to browse and apply predefined picklist templates.

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Key concepts

Picklist — A named list of selectable values used to populate dropdown fields across forms and data objects throughout the platform. Template library — Pre-built picklist collections that can be applied to an organization in bulk to accelerate setup.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/picklists/pages/PicklistsPage.tsx
  • src/platform/picklists/components/PicklistsTable.tsx