Print      Open PDF Version of Online Help

Getting Started > Working with Records > Working with Lists > Changing Sets of Lists for Record Types

Changing Sets of Lists for Record Types

Your company administrator can determine which lists are available for your user role. You can also create custom lists for your own use, for more information, see Creating and Refining Lists. From the lists that are available to you for a top-level record type, you can choose a set of lists that is shown in the following locations:

• In the Homepage for the record type, if the record type has a Homepage. The Homepage shows a maximum of the top ten lists from your set of lists for the record type.
• In the picklist of lists in List pages for the record type.
• In the record type List field in Lookup windows for the record type, where record type is the name of the record type that you are searching for in the Lookup window.

  The availability of the record type List field in Lookup windows is controlled by the Record-Type Lists in Lookup Windows menu in the company profile. For more information about this menu and what it controls, see Searching for Records in Lookup Windows and Setting Up Your Company Profile and Global Defaults.

  NOTE: If the record type List field is available in Lookup windows, then the first list in the set of lists in the record type List field is active by default when a Lookup window opens. If some context-sensitive lists are available in the Lookup window, and the search layout for your user role specifies that the context-sensitive lists appear at the top of the set of lists in the record type List field in the Lookup window, then the first available context-sensitive list is active by default when the Lookup window opens. If the record type List field is not available in Lookup windows, then the initial search for a record of a given record type in a Lookup window is performed on all records of that record type that you can access.

In addition to choosing a set of lists for a record type, you can also determine the order of the lists within the set. It is recommended that you place the lists that you use most often at the top of your set of lists.

To change your set of lists for a record type

1. Open a list of records of the record type. For information about opening lists, see Working with Lists.
2. In the Manage Lists page, click List Order.
3. In the List Display Order page, do the following:
   • To add a list to the set of lists, use the directional arrow to move the list from the Available Lists section to the Lists to Appear on Homepage section.

     NOTE: Lists that remain in the Available list do not appear on the Homepage, in the picklist of lists in List pages, or in the set of predefined lists in Lookup windows.

   • To remove a list from the set of lists, use the directional arrow to move the list from the Lists to Appear on Homepage section to the Available Lists section.
   • To change the order of the lists within the list set, use the directional arrows to move the lists up or down in the Lists to Appear on Homepage section.

     TIP: Remember that the lists that you want to appear on the Homepage for the record type must be in the top ten lists in the Lists to Appear on Homepage section. However, all of the lists in the Lists to Appear on Homepage section are available in the set of predefined lists in Lookup windows.

4. Save your changes.

NOTE: When you create a custom list, you might want to update your set of lists to move the new list to a different location in the set of lists or to remove it from the set of lists.