Modifying a List of Values

To modify a value in a list, you must know its display value and type. You can find out the type by querying the list of values list for a specific display value. For example, if you must make a change to the value 1-ASAP in the Priority drop-down list in the Activities screen, then you can do so using the steps outlined in the following procedure.

Caution: While most LOVs (such as Account Type) are completely customizable, some LOV types control special application behavior so it is recommended that you exercise caution when modifying them. For example, the recurrence patterns Daily, Weekly, and Monthly in Siebel Calendar are stored as LOVs but the ability to add, modify, or delete these LOVs is not supported since they affect specialized calendar functionality. Use caution when modifying an LOV that is part of the seed data. Modifying some LOV fields that are used programmatically by the application can adversely impact standard Siebel functionality.

Some important considerations to note before modifying LOVs include the following:

  • Do not change the Language Independent Code values for an LOV because the internal Siebel CRM application uses the Language Independent Code field.

  • Some LOVs are for use only by the internal Siebel CRM application. Do not modify these lists of values. For example, the list of values SOURCE_TYPE (Internal) and list of values types that begin with REPOSITORY, WFR, or WF in the Type field name are for internal use only.

  • Some LOV modifications can have unwanted results. For example, changing all LOVs in the Siebel CRM application to uppercase or changing the Language Independent Code from the Siebel standard can result in values not appearing or appearing improperly.

Note: Modifying a Display Value field does not automatically update records that have been populated with the old value. For example, if you change Ms. to Miz in the Display Value field, then Miz appears in the list, but all contact records that were previously entered with Ms. in the Personal Title field still have Ms. in the Personal Title field. If the Display Value field is MLOV-enabled, however, you will see the new value after clearing the cache.

To modify an item in a list of values

  1. Navigate to the Administration - Data screen, then the List of Values view.

  2. Perform a query to locate the record you want to change.

    For example, you might query for a value of 1-ASAP in the Display Value field. In this example, a list of records appears that includes the display value that you enter. Multiple records can appear, and the records can have different types.

  3. In the list of records, select the record that you want to modify, and change the record.

  4. To see the list of values modification in the application, click Clear Cache.

    For instructions about how to clear the cache, see Clearing the Cache.