Configuring Initiative-Specific Pull down Values

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Within EnterpriseTrack there can be two types of pull-down values, Global and Initiative-specific. In systems that have a single initiative, the Global fields will not be distinguished from the Initiative specific ones.

Creating initiative-specific pull-down values

1. Click the Application Configuration tab.
2. In the Pulldown Values section, click on the type of Initiative pull down value you want to create. Choose from Note type, Task Type, Tool Type and Document Type.
3. You will see a list of the existing values for that category for each initiative in the system. For example, if you chose Task Types, you will see a list of the task types that have already been defined in the system.
4. Click the Create a New button.
5. In the Edit Pulldown Value for Task Type page choose the initiative for which you are creating the task.
6. Enter a name for the value. This name is used internally and will not be visible to the users.
7. Enter a User Visible Name for the functional area. This name will be displayed in the pull-down menus across the system.
8. Click Create.

Editing initiative-specific pull-down values

1. Click the Application Configuration tab.
2. In the Pulldown Values section, click on the type of Initiative pull down value you want to edit. Choose from Note type, Task Type, Tool Type and Document Type.
3. You will see a list of the existing values for that category for each initiative in the system. For example, if you chose Task Type you will see a list of the task types that have already been defined in the system for each initiative.
4. Click on the name of the value you want to edit.
5. In the Edit Pulldown Value for Task Type page make the required changes.
6. Click Update.

Deleting initiative-specific pull-down values

Once created, the Initiative pull-down values cannot be deleted through the user interface. Contact Oracle Customer Support for more information.