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Evidex Signal Management - Utilities for Customizing Data Functions

How to customize data functions in Evidex Signal Management

Andrea Demakas avatar
Written by Andrea Demakas
Updated over 6 years ago

Clicking on any Data Function will bring Admin users to the “Add/Edit” form for the given data function. In this example, we’ve chosen the first Data Function from the previous screen, “Action Types Options”.

Editing a Group Name Option

To edit or delete an option, click on the option link. Options are segmented into “Groups” headers, and also display the various Options within the larger “Groups”. Clicking on the existing “Communications – External” Groups header will open the “Edit Group Name” form. Here, Admin users can Delete the group or Edit the Group Name. Clicking “Submit”.

Deleting a Group Name Option  

Clicking “Delete” for a Group Name option that is associated with other records within the user’s Evidex Signal Management will prompt the following warning message. Users will be required to reassign the associated records or remove the Group Name option from those records before being allowed to delete the given Group Name option. Clicking “Cancel” will exit the screen without deleting.

Clicking “Delete” for a Group Name option that is not associated with other records within the user’s Evidex Signal Management will prompt the following message. Then the user can safety Proceed with Delete. Clicking “Cancel” will exit the screen safety without deleting the Group Name. 

Adding a New Group Option
To add a new group option, click the blue “Add New Group” button. Type in the desired new group Name, then click “Submit” to save.

Adding a new Option to a Group

To add a new Option to a Group, click the “Add Option to Group” button. Users must choose an existing Group from the drop-down menu, then type in the New Option Name. Clicking “Submit” will save these changes. Clicking “Cancel” will exit the screen without saving.

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