Create single-field QuickLists

To create a single-field QuickList entry:

  1. While you're in the Forms PowerView or Assignment PowerView, place your cursor in the field you wish to create a QuickList, and type the text exactly the way you want to save it.
  2. Double‑click New in the QuickList pane, or press Alt + 0 on your keyboard.

  3. Type a name for this entry and click OK.

Your comment is added to your QuickLists for this field. Now, whenever you enter this field, the comment you saved appears in the QuickList pane on the left.

Create multi-field QuickLists

If you ever have a large block of text that you don't want to type again, here's how using QuickLists can save you a lot of time. This feature copies blocks of text, groups of fields, or even an entire page or form as a QuickList entry – reusable in lieu of cloning or a clever way to not retype a report. To create a multi‑field QuickList entry in TOTAL:

  1. Go to the form that has the fields or block of text you want to save.
  2. Make sure your QuickList panel is “on” and visible. If you don't see the QuickList Pane, press F9 on your keyboard to toggle it on and off.
  3. Now, select the fields you want to include:

    Selected fields

  4. Now, press 0 <New> or click the Add icon  ( Add QuickList button ) .
  5. Enter a QuickList Name for the entry, or leave the default name displayed. This is the description that appears in the QuickList panel to help you identify it when you want to use it in another report.

    QuickList Name

  6. Click OK.

Your new QuickList entry now appears in the QuickLists pane for the top‑most field you selected.