Making a Custom Segment’s Values Inactive

In some cases, you may need to hide one or more of a custom segment’s values. To hide a value, you make it inactive. You can always reactivate it, if needed.

Inactivating a segment's values has the following results:

• The value no longer appears as a choice in the segments list on new forms or on existing forms where it wasn’t already selected. However, if the value is a parent to another value, it still appears as a parent.

• If an inactive value was previously selected on an existing form, the value continues to appear on that form. A search on that value will also turn up in search results.

• When filtering, if one segment is dependent on another segment, values filtered by an inactive value will not be available. This is true even if the inactive value on which other values depend is already selected.

There are two ways to make a segment’s value inactive:

• Making a Value Inactive by Editing the Segment Definition

• Making a Value Inactive by Clicking Manage Values

If appropriate, you can also delete a segment’s values. For details, see Deleting a Custom Segment’s Values.

Making a Value Inactive by Editing the Segment Definition

In some cases, you may have a set of permissions that includes the ability to edit the segment definition. In these cases, you can make a value inactive by directly editing the segment’s Values sublist. One advantage of this approach is that you can view all values as you modify the list.

To make a value inactive by editing the segment definition:

1. Edit the custom segment.

2. Locate the value you want to hide. Click in the Inactive column to display a check box.

3. Check the Inactive box.

4. Click Save.

Making a Value Inactive by Clicking Manage Values

In some cases, you may not have permission to edit segments, but you do have permission to edit values for a segment. In these cases, to make a value inactive, you must open a page designed specifically for managing the value. You get to this page by viewing the segment definition and clicking the button labeled Manage Values.

To make a value inactive by clicking Manage Values:

1. Go to Customization > Lists, Records, & Fields > Custom Segments.

2. In the list, select the name of the segment for which you want to edit values.

   The system opens the segment definition in view mode.

3. Click Manage Values. A list of the existing segment values appears.

4. Locate the value you want to modify and click the corresponding Edit button.

5. Check the Inactive box.

6. Click Save.

Related Topics

Custom Segment Values

Value Creation for Custom Segments

Creating Hierarchies Among a Custom Segment’s Values

Edit a Custom Segment’s Values

Changing the Order of a Custom Segment’s Values

Deleting a Custom Segment’s Values

General Notices