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Administering Oracle CRM On Demand > Application Customization > Process of Setting Up Picklist Value Groups

Process of Setting Up Picklist Value Groups

Before you begin. Review the information in Considerations When Setting Up Picklist Value Groups.

To set up picklist value groups for your company, perform the following tasks:

1. Determine the following:
   • The picklist value groups that you want to set up.
   • The picklist fields that you want your picklist value groups to control.
   • For each picklist field that you want your picklist value groups to control, the values that you want to map to each picklist value group.
2. Create your picklist value groups.

   For more information, see Creating Picklist Value Groups.

3. Map the values in the picklist fields to your picklist value groups.

   For more information, see Mapping Picklist Values to Picklist Value Groups.

4. Add the Picklist Value Group field to each of the page layouts for the record types on which the picklist fields will be controlled by the picklist value groups.

   For more information, see Customizing Static Page Layouts and Specifying Dynamic Page Layouts.

   NOTE: For the picklist value groups to control the values that are available in the picklist fields on a record, the Picklist Value Group field must be present on the Detail page layout for the record type.