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#### 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 (標準應用程式) 中，任務清單中的任務優先順序會以箭頭表示。向上箭頭表示「1 - 高」、沒有箭頭表示「2 - 中」，而向下箭頭則表示「3 - 低」優先順序。如果您變更「活動」記錄類型中「優先順序」欄位的預設顯示值 (例如，從預設值 1-高變更為值最高)，則 Oracle CRM On Demand 不會在任務清單的「優先順序」欄位中顯示箭頭，除非您使用下列模式：1-標籤、2-標籤 或 3-標籤，其中標籤是您提供的任務優先順序名稱。在此情況下，Oracle CRM On Demand 會在 1-標籤顯示箭頭，在 2-標籤不顯示箭頭、在 3-標籤顯示向下箭頭，在任何其他顯示值則不顯示箭頭。例如，Oracle CRM On Demand 會在值 1-我的最高顯示向上箭頭，但在值我的最高不顯示箭頭。Oracle CRM On Demand 在任何您新增至「優先順序」欄位之選擇清單的自訂值，則不顯示箭頭。 新增或編輯「活動」記錄類型之「狀態」欄位的預設可用值，將可能產生不想要的活動處理結果。Oracle CRM On Demand 在處理活動時，會特別尋找已完成、提交中、已提交或已計畫等欄位值。如果您的公司停用這些狀態值，並以自訂值加以取代，則 Oracle CRM On Demand 應用程式中的活動處理方式將不會如同文件所述。因此，不建議變更「活動」記錄類型的「狀態」欄位選擇清單值。 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. 將服務要求的「狀態」欄位設為已結案或已取消時，Oracle CRM On Demand 會自動更新服務要求的「結案時間」欄位，以顯示狀態變更的日期與時間。因此，強烈建議您的公司不要在「服務要求」記錄類型的「狀態」選擇清單中停用這些值。不過，您的公司可以變更「已結案」值或「已取消」值 (或兩者) 的顯示名稱。如果變更「已結案」值的顯示名稱，則當服務要求的狀態變更為原先名為「已結案」的值時，Oracle CRM On Demand 會更新服務要求上的「結案時間」欄位。同樣地，如果變更「已取消」值的顯示名稱，則當服務要求的狀態變更為原先名為「已取消」的值時，Oracle CRM On Demand 會更新服務要求上的「結案時間」欄位。 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.

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