Lesson #173
Setup – States function
Make State dropdown lists in RB9 better match your entities’ locations. The default list of states in RB’s State dropdown includes all US states, commonwealths, territories, and military addresses, plus Canadian provinces. It can take some time to locate a state in such a long list even if you jump to a section in the list by typing the first few letters of the state you are looking for. And what if you need to designate a state in another country? Use this function to change what appears in these dropd0wns to make searching these lists easier.
You can add other countries’ states/provinces/etc. to the list if your work takes you outside the US. Edit or delete non-USA states in the list. Hide American states you don’t use but which are required by the system. This shorter list makes it easier to find states you actually use when you click a States dropdown in RB.
Manage States lists
The default search in this function includes the entire list of states/provinces/etc. in your RB States’ dropdown. You can restrict the results to a single country for a shorter list of results. The results grid includes the country, state name and abbreviation, and whether the state is active in RB for each listing. Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.
If needed, you can click any state in the results to update it. For non-American states, you can update their names or delete these entities. If you cannot delete a state but don’t want it to appear in State dropdowns, you can make it inactive to hide it from dropdown lists.
You can add states of other countries one at a time into the list. For each state you add, you have to include its country, abbreviation, and the name as you want it to appear as in dropdowns.
TL;DR: Customize the list of states that appear in dropdowns in RB9. Add/edit/delete non-American states in the list. Shorten State dropdown lists by hiding states you don’t use but which are required by the system.
