As you learned in the Concur Request Admin Overview unit, the List Management tool allows you to create and modify the lists of values used in Concur Request, Concur Expense, and Concur Invoice. The lists used in Concur Travel are managed through a separate process and tool.
Lists get associated to fields using the Forms and Fields tool. Those fields make the lists visible to users, who can choose a value from the list when creating their requests.
There are three types of lists you need to think about.
| List Type | Description |
|---|
| Single-Level (sometimes referred to as Simple) | Single-Level lists consist of a simple collection of list items without a hierarchy. These list items have no parent or child items. An example of a Single-Level list is a project list where all projects are available to all users. When the user selects a project from the list, the associated request or line item is charged to that project. |
| Multi-Level (sometimes referred to as Connected) | Multi-Level lists consist of a hierarchical collection of items. This means that the data in the first level defines the available choices in the second level and data in the second level defines the available choices in the third level, and so on, with a maximum of ten levels. An example of a Multi-Level list is Company and Cost Center. When the user selects a company code, they will only be able to choose from the cost centers associated with that company code. |
| Vendor | Vendor Lists are Single-Level lists that offer a list of vendors for expenses. In Concur Request, Vendor Lists are found on travel segments and expected expenses. An example of a Vendor List is a list of car rental agencies that users can select from when adding a car rental segment to their request. |
