|
管理 Oracle CRM On Demand > 应用程序定制 > 记录类型的“应用程序定制”页面 > Changing Picklist Values
Changing Picklist Values
Some fields give users a drop-down list of predefined values from which they must choose. This list of values is called a picklist. For example, the values in the Area field picklist for service requests might be Product, Installation, Maintenance, and Training.
You can add, edit, and reorder values to the picklists for fields. Picklists must contain at least one value, but the maximum number of values (active or disabled) in a picklist is 1000. The order number for a new picklist entry is automatically populated, but you can change the order number when you edit the picklist.
The system does not allow you to change picklist values used for forecasting and report metrics. However, it does allow you to change other picklist values used as the basis for standard lists that appear in other areas of the application. For those standard lists, the application still includes the records meeting the criteria, regardless of the picklist values you renamed. For more information, see About Fields, Picklists, and Metrics.
After you create a new picklist, an initial value called <No Values> is automatically available in the picklist. This value is used to communicate to users that values do not yet exist in the picklist, in the case where the field is added to a page layout before real values are added to the list. The default <No Values> option disappears from the picklist as soon as a custom value is added to a picklist.
CAUTION: Do not use the default <No Values> value as part of any new picklist or cascading picklist. Using the value in this way can lead to errors within Oracle CRM On Demand. If you want to continue to have a <No Values> option available in a picklist, you must add it as a custom value.
As a best practice, do not rename or reuse the existing picklist values. Instead, disable the old picklist value, create a new picklist value, and perform an import or a mass update (or alternatively, Web Services) to change all record values to new picklist values. If you change a value in a picklist, you must verify that the value is updated and changed for each individual record as this is not implemented automatically by Oracle CRM On Demand.
When changing picklist values, note the following considerations for certain record types and picklist fields:
- 在 Oracle CRM On Demand（标准应用产品）中，任务的优先级在任务列表中由箭头指示。向上箭头指示“1-高”优先级，无箭头指示“2-中等”优先级，向下箭头指示“3-低”优先级。如果您更改“活动”记录类型中“优先级”字段显示值的默认值（例如，将默认值 1-高更改为最高值），则 Oracle CRM On Demand 不会在任务列表的“优先级”字段中显示箭头，除非您使用以下模式：1-标签、2-标签或 3-标签，其中标签是您为任务优先级提供的名称。在本例中，Oracle CRM On Demand 为 1-标签显示向上箭头、没有为 2-标签显示箭头、为 3-标签显示向下箭头，并且没有为任何其他显示值显示箭头。例如，Oracle CRM On Demand 为 1-我的最高优先级值显示向上箭头，但没有为我的最高优先级值显示箭头。Oracle CRM On Demand 不会为您添加到“优先级”字段选择列表中的任何定制值显示箭头。
- 如果在“活动”记录类型的“状态”字段的选择列表中添加或编辑默认可用的值，可能会导致活动处理产生不需要的结果。Oracle CRM On Demand 在处理活动时，会专门查找“已结束”、“提交中”、“已提交”或“已计划”字段值。如果您的公司禁用这些状态值且将其替换为定制值，则 Oracle CRM On Demand 应用产品中的活动处理不会按记录的方式工作。因此，并不建议更改活动记录类型的“状态”字段选择列表值。
- Due to specialized coding, customizing the Oracle CRM On Demand Life Sciences Edition Sample Transaction Type picklist, Account Call Type picklist, and Contact Call Type picklist is not supported.
- 当服务请求上的“状态”字段设置为“已完成”或“已取消”时，Oracle CRM On Demand 会自动更新服务请求上的“结束时间”字段，以显示状态更改的日期和时间。因此，强烈建议贵公司不要在“服务请求”记录类型的“状态”选择列表中禁用这些值中的任何一个。不过，贵公司可以更改“已完成”值和/或“已取消”值的显示名称。如果贵公司更改“已完成”值的显示名称，则当服务请求上的状态更改为最初指定为“已完成”的值时，Oracle CRM On Demand 将更新服务请求上的“结束时间”字段。类似地，如果贵公司更改“已取消”值的显示名称，则当服务请求上的状态更改为最初指定为“已取消”的值时，Oracle CRM On Demand 将更新服务请求上的“结束时间”字段。
In addition, note that commas are used as separators between values when users enter multiple values in a field in a filter for a search or list. If you want to include a comma within a picklist value, then the comma must be followed by a space, so that it will not be treated as a separator in a list of values. If you do not enter a space after a comma when you create or edit a picklist value, then the space is automatically inserted when you save the picklist value. For example, if you enter Value,2 as a picklist value, it is saved as Value, 2.
NOTE: The setting in the Keep Disabled Picklist Value On Update check box on the company profile determines whether a disabled picklist value can remain on a record when the record is updated through the user interface. For more information about how this setting affects the behavior for disabled values in picklist fields, see About the Keep Disabled Picklist Value on Update Setting.
Before you begin. To perform this procedure, your role must include the Customize Application privilege. In addition:
- To add or change values in the Status picklist for the Activity record type, your role must include the Customize Application - Edit Activity ‘Status’ Picklist privilege.
- To add or change values in the Status picklist for the Service Request record type, your role must include the Customize Application - Edit Service Request 'Status' Picklist privilege.
To change picklists
- In the upper right corner of any page, click the Admin global link.
- In the Application Customization section, click the Application Customization link.
- In the Record Type Setup section, click the link for the required record type.
- In the Field Management section, click the required Field Setup link.
- In the record type Fields page, click the Edit Picklist link for the field whose values you want to customize.
- In the Edit Picklist window, perform the following steps as necessary to meet your requirements:
- To change an existing value, enter the new value in the Picklist Values field, or disable the old value and create a new value.
NOTE: If you want this updated name to appear in the picklists for other activated languages, select the Mark for Translation check box. In the other languages, this updated name appears in blue text with brackets until you manually enter the translated versions. This helps you track what terms need to be translated.
If you do not select Mark for Translation, the other picklist values are unaffected by the change you made here.
You can also add a description for each picklist value.
- To add a new value, enter the information in the row that appears at the bottom of the list.
To add further new values, click Save & New.
New picklist values you add automatically appear in blue text and brackets in the other activated languages (regardless of the setting of the Mark for Translation check box). If you enter a description for a value, then the description also appears in blue text and brackets.
- To delete a value, select the Disabled check box. To hide or show disabled values, click Hide Disabled and Show Disabled respectively.
CAUTION: When you disable values, you also hide the translated versions in other languages.
- To arrange the order in which the picklist values appear, change the numbers in the Order column.
TIP: Consider entering numbers with gaps between them, such as 10, 20, 30, and so on. This allows you to add new values in the middle of the picklist more easily, without reordering the entire list.
- To arrange the picklist values in alphabetical order for the current language only, click the Save & Order Alphabetically button.
- To arrange the picklist values in alphabetical order for all languages, click the Save & Order Alphabetically For All Languages button.
- In the Edit Picklist window, click Save & Close.
- To manually enter the translated equivalent of a new picklist value or the description of a value:
- On the Fields page, select the language from the Translation Language drop-down list.
- Click the appropriate Edit Picklist link.
- Enter the translated equivalent and click Save.
NOTE: To help you identify the picklist value when you are editing, the application displays the internal ID and the language-specific default value. If you edit the wrong picklist value, the picklist becomes out of sync across languages. When using dynamic layouts, you cannot use picklist values that are identical to internal picklist IDs as this can result in unpredictable behavior.
|
