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About Fields, Picklists, and Metrics

The application does not allow you to change field names or picklist values that it uses for forecasting and reports. However, some of the prebuilt lists, such as lists on Homepages, select records to include based on the picklist values. The application uses the underlying, language-independent code to determine what records to include in the standard lists. Therefore, you can rename picklist values and fields without affecting those lists.

NOTE: In Oracle CRM On Demand (the standard application), the priority of tasks is indicated in task lists by arrows. An up arrow indicates 1-High priority, no arrow indicates 2-Medium priority, and a down arrow indicates 3-Low priority. If you change the display values for the Priority field in the Activity record type from the default values (for example, from the default value of 1-High to a value of Highest), then Oracle CRM On Demand does not display arrows in the Priority field for the task lists unless you use the following patterns: 1-label, 2-label, or 3-label, where label is the name that you give to the task priority. In this case, Oracle CRM On Demand displays an up arrow for 1-label, no arrow for 2-label, a down arrow for 3-label, and no arrow for any other display values. For example, Oracle CRM On Demand displays an up arrow for a value of 1-My Highest, but it displays no arrow for a value of My Highest. Oracle CRM On Demand displays no arrows for any custom values that you add to the picklist for the Priority field.


Published 1/9/2017 Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.