Referentials & data

To access referential management, select in the administration menu (gear wheel) the menu "*Referentials*"

The *Referential Management* page allows you to customize the dropdown lists of forms or create your own lists. Each Agilium module has its own referentials.

When accessing the page, a list of categories is offered to you. Simply click on a category to consult the associated referentials.

For each referential, you can add a new entry, modify, delete or duplicate the entry.

Add a record

By selecting *Add a record*, a new window opens. Depending on the referential, the number of fields may vary.

However, for each record we will find:

*Associated with*: which allows either to create the record at the root of the referential, or under another record (if you select the parent before clicking on Add, the latter will be automatically created under the selected parent).

*Label*: which allows to enter the label of your new record

Finally click on *Save* to record.

Modify a record

To modify a record you must necessarily select the item beforehand then click on *Modify a record*. A new window opens. Depending on the referential, the number of fields may vary.

Modify the parent, the label or other information then click on *Save*.

Duplicate a record

A function allows you to duplicate a record. Note that this function is used when the record carries a lot of data.

To duplicate a record you must necessarily select the item beforehand then click on *Duplicate a record*. A new window opens.

Enter a title, the other data will be duplicated.

Select "Recursive" if you want to duplicate the child nodes.

Delete a record

To delete a record you must necessarily select the item beforehand then click on *Delete a record*.

A confirmation request opens. Click on *OK* to confirm *or Cancel*.

Dynamic Datas

Dynamic Datas allow adding additional information exclusively for referentials that have been created by the client.

Updated on: 23/03/2026