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Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition

To set up the cascading picklist fields, perform the steps in the following procedure.

This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

For more information about example configuration picklists, see Example Configuration Picklists.

To configure a cascading picklist for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
2. In the Record Type Setup section, click the link for the required record type, for example, Contact.
3. In the Cascading Picklists section, click the required Cascading Picklists link, for example, Contact Interests Cascading Picklists.
4. In the Cascading Picklists page, do one of the following:
   • Click Edit or Copy to modify an existing cascading picklist definition.
   • Click New to create a new cascading picklist definition.

     The Cascading Picklists Wizard opens.

5. Select the parent picklist field and the related picklist field.

   NOTE:  In a cascading picklist, the value that the user selects in the parent field determines which value the user can see in the list in the related field.

6. In the wizard, go to step 2 (Select Values), and specify the values that are to be displayed in the list on the related field when the user selects a value in the parent field.
7. Click a value in the parent field, and use the directional arrows to move the corresponding values for the related field from the Related Picklists Available Values list to the Related Picklist Displayed Values list.
8. In the wizard, go to Step 3, review your field configuration, and then click Finish to complete the setup.