Create a Dynamic Choice List

You can create a custom dynamic choice list field by referencing the objects such as, project, task, deliverable, issue, requirement, backlog, resource, or resource request. Then add it to a custom object or to an existing standard object.

Imagine that you add an issue auditor based on the project enterprise resource to the Project Issue standard object.

  1. Ensure that you're working in a sandbox.

  2. Click Navigator > Configuration > Application Composer.

  3. Select ERP and SCM Cloud from the Application list and enable PPM as the Object Tags.

  4. Expand the standard object or custom object to which you want to add a dynamic choice list. For example, expand Project Issue.

  5. Click the Fields link under the object.

  6. In the Custom tab, click the Create a custom field icon.

  7. In the Select Field Type window, select Choice List (Dynamic), and click OK.

  8. In the Create Dynamic Choice List page, enter the basic information for the field, such as Display Label, Name, and the Constraints. For example, enter Issue Auditor in the Display Label field.

  9. Click Next to navigate to the page where you create a dynamic choice list for the field.

  10. From the Related Object list, select the object based on which you want to create the dynamic choice list. For example, select Project Enterprise Resource.

  11. From the List Selection Display Value list, select the option that should appear on the UI as values for the dynamic choice list field. For example, Name.

  12. Click Submit. You can now see the dynamic choice list field under the Custom tab on the Fields page

  13. Click the Pages link under the object.

  14. On the Pages page, click the Duplicate Creation Page Layout icon under the work area where you want to add the dynamic choice list.

  15. In the Duplicate Layout window, enter the new layout name and click Save and Close. You can now see the Default custom layout link under the Landing Page Layouts section of the selected work area. You can also click Save and Edit instead and go directly to step 17.

  16. Click the Default custom layout link from the Landing Page Layouts section of the Project Management work area.

  17. On the Landing Page Layout: Default custom layout page, click the Edit icon next to the work area name.

  18. In the Configure Summary Table section, select the dynamic choice list field you just created from the Available Fields table and move it to the Selected Fields table.

  19. Click Save and Close.

  20. Click Done. The dynamic choice list field now appears in the selected work area.

  21. Go to the work area, test your changes, and publish the sandbox.