Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Picklists >

Process of Creating Hierarchical Picklists


To create a hierarchical picklist, you do the following:

  1. Modifying Siebel CRM Objects to Support Hierarchical Picklists
  2. Modifying the Metadata to Support Hierarchical Picklists
  3. Modifying the Basic Mapping and Forms to Support Hierarchical Picklists
  4. Linking Fields and Testing Your Hierarchical Picklist

This topic describes how to configure Siebel CRM Desktop to display a hierarchical picklist. In this example, two fields use static picklists. The values displayed in the second picklist depend on the value that the user chooses in the first picklist. For more information about the hierarchical picklist, see Configuring Siebel Business Applications.

The example in this topic adds a hierarchical picklist to the Opportunity form in CRM Desktop. Assume that a hierarchical list of values named JVD_HIER already exists in Siebel CRM. Table 18 describes the properties of this hierarchical list of values.

Table 18. Properties of the JVD_HIER Hierarchical List of Values
Type
Display Value
Parent LIC

JVD_HIER

Child 1 of Parent 1

Parent 1

JVD_HIER

Child 1 of Parent 2

Parent 2

JVD_HIER

Child 2 of Parent 1

Parent 1

JVD_HIER

Child 2 of Parent 2

Parent 2

JVD_HIER

Parent 1

Not applicable

JVD_HIER

Parent 2

Not applicable

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