1. Implementing Joint Venture Management
  2. Create a Context Segment

Create a Context Segment

Descriptive flexfields configured with the context segment type appear in a work area only under a certain context.

Creating a context segment includes:

  • Creating the parent segment (drop-down list) and the contexts that appear as values in the list.
  • Creating context-sensitive segments that appear as fields based on the value you select in the list.
  1. Navigate to Setup and Maintenance.
  2. On the Setup page, open the Tasks panel on the right and search for Manage Descriptive Flexfields.
  3. On Manage Descriptive Flexfields, complete the following fields and click Search:

    • Name. Enter Joint Venture Additional Details or Stakeholder Additional Details based on whether you are configuring descriptive flexfields for the Joint Ventures or Stakeholders work area.

    • Module. Enter Joint Venture Management.

      The additional details record appears in the Search Results.

  4. Select the record and click the edit button (pencil icon).
  5. Under Context Segment, in the Prompt field, enter the name for the drop-down list that you want to display in the corresponding work area.
  6. In the Display Type drop-down list, select a value.
    It’s recommended that you use the default value, which is List of Values.
  7. To add values for the drop-down list, click Manage Contexts.
    As an example, if you configured a drop-down list named "Project Type" with Construction and Healthcare as values, you would add these values as contexts within the context segment "Project Type."
  8. On Manage Contexts, click Create (+) to create a context.
  9. On Create Context, in the Display Name field, enter a name for the context.
    The application populates the Context Code and API Name based on the display name you entered. You can override the default values.
  10. Click Create (+) and repeat the steps to create all the contexts you need for the context segment.
  11. Click Save and Close.
    The Manage Contexts page displays where you can see the context that you created. You can then add fields that will display when this context is selected in the drop-down list.
    For example, to display a field named “Helipad” when you select “Construction” in the “Project Type” drop-down list, you need to create a context-sensitive segment within the “Construction” context.
  12. On Manage Contexts, select the context value for which you want to add context-sensitive segments and click Edit (pencil icon).
  13. On Edit Context, under Context Sensitive Segments, click Create (+).
  14. On Create Segment, complete the fields and click Save and Close.
    Note: Refer to the Create a Global Segment section on how to enter values in the Create Segment page.
  15. On Edit Context, click Create (+) and repeat the steps to create all the context-sensitive segments you need for the context value.
  16. After you set up all the context values and context-sensitive segments that you need, click Deploy Flexfield on the Manage Descriptive Flexfields page.