Managing Items in a Pick List

You can edit a pick list by adding a new item, editing an existing item, or deleting an item from the pick list.

Note: If you add a custom item to the Opportunity Status pick list and a user sets the opportunity status to that item, the Opportunity Detail view Snapshot behaves as if the opportunity status is set to "Open".

To manage pick list items:

Open the Pick List Detail view.
On the Items tab, perform one of the following:
- Click (Add) to add a new item.
- Click the Edit link for the item you want to change.
- Click the Delete link for the item you want to remove.
If you use other software applications that share database information with Infor CRM, you must delete the same pick list items in both applications.
In the Add/Edit Item window, complete these fields:
Text

Specify the text that must appear in the pick list.

Code

Specify a code for the item (This is an optional field).
If you use other software applications that share database information with Infor CRM, you must use the same pick list codes in both applications.

Order

Specify the order in which the items must appear in the list.
For example, if you specify 0, the item is displayed as the first item in the list. If you have multiple items with the same order number, they are grouped by that number and the entire group appears in the list before the next highest order number. Note that if the Sorted alphabetically attribute is selected, Order values are ignored.

Filter
Specify the value of the filtering pick list that must be selected in order for the pick list item to be available in the list. For example, if you wish the pick list item to be displayed when the account status is equal to Purge, specify Purge.
Note:

In order to filter correctly, this value must match a corresponding item in the filtering pick list.

A pick list may be used in multiple fields. The pick list is filtered only by this value, when the field using this pick list has a Pick List filter data binding defined. See the Application Architect Help topic "Filtering a Pick List" for detailed steps.
Is default item

Select this check box to set the item as the default list item.
Click Save and New to add more items, or click OK if you are finished.
Click (Save).

Note: After updating items in a pick list, you must instruct users to navigate to options and refresh pick list data to view the latest updates.