Create a Global Segment

Descriptive flexfields configured with the global segment type are always available in the corresponding work areas.

  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. On Edit Descriptive Flexfield, click Create (+) under Global Segments.
  6. Under Create Segment, in the Name field, enter a name for the descriptive flexfield.
    For example, you can enter Legal Description as the name of the descriptive flexfield to record legal information about joint ventures in the Joint Ventures work area.
    The application populates the Code, API Name, and Prompt fields based on the name you entered. You can override the default values.
  7. Under Column Assignment, complete these fields:
    • Data Type. Select the type of value allowed in the descriptive flexfield. It can be character, number, or date.

    • Table Column. By default, this field is populated with the first available table column reserved for the selected data type. To map the descriptive flexfield to a different table column, click the drop-down list and select from the available values.

  8. Under Validation, select a Value Set.
    The information in the value set is used to define the valid values of the flexfield segment.
    If you need to create a value set, click Create Value Set and complete the following fields:
    • Value Set Code. Enter a value that identifies the value set.

    • Module. Select Joint Venture Management.

    • Validation Type. Select a validation type to determine how the value of a flexfield segment is validated. For example, the Format Only validation type enables you to enter any value, as long as it meets your specified formatting rules.

    • Value Data Type. Select the type of value to assign to the value set. It can be character, number, or date.

      The value data type that you specify here must be the same as the data type specified under the Column Assignments section.

      The application displays fields in the Definition section based on the Validation Type and Value Date Type you specified. For example, if you selected Character in the Value Data Type field, this section includes the following required fields:

      • Value Subtype. Select a value subtype to define additional specification, for example, Text, Translated text, and so on.

      • Maximum Length. Enter the maximum number of characters that can be entered in the descriptive flexfield.

  9. Under Display Properties, complete the following fields:
    • Prompt. By default, this field is populated with the value you entered in the Name field.

      This is the field name that displays in the corresponding work area.

    • Display Type. Click the drop-down list and select how you want to display the field.

      For example, Text Box, Text Area, and so on.

  10. Click Save and Close.
  11. On Manage Descriptive Flexfields, select the descriptive flexfield record for Joint Venture Management and click Deploy Flexfield.