Example: Adding a New Pick List Field to a Form

Use the Add Field or Edit Field view to add a new field or edit an existing field.

The system administrator and users with the appropriate role can access these features.

  1. Open the Add Field dialog boxClosed.
    1. On the Navigation Bar, click Entity Manager.
    2. From the Entity Manager list, select the entity of the field you want to add .
    3. If necessary, select the Fields tab in the lower pane and click AddClosed.
  2. In the Display box, type the field name you want to be displayed in the Infor CRM Web Client.
  3. In the Name box, type a unique and descriptive name for the field.
  4. Click the Type drop-down arrow and select Pick List.
  5. Complete the remaining information.
    • Length - Type the maximum length for the field.
    • Storage - Click the drop-down arrow and select how the data will be stored.
    • Display - Click the drop-down arrow and select how the data will appear in the Web Client.
    • PickList - Click the drop-down arrow and select - - - New Pick List - - -.
    • Value Stored As Text - If selected then the pick list items are stored as text values.
    • Name - Type a name for the new pick list.
    • Allow multiple selections - If selected, allows the users to select one or more values from the list.
    • Text must match a list item - If selected, then users cannot type in a value that does not already exist in the list.
    • Required entry - If selected, then the pick list must contain a value before a form containing the pick list field can be saved.
      This sets the default value of the Required option for the pick list in the Form Manager, but it can be edited at the form level in Web Form Manager.
    • Sorted alphabetically - If selected items in the pick list are ordered alphabetically. If cleared, items are listed in definition order.
    • Users cannot edit items - Sets the initial value for the Can Edit Text property of PickList controls created from the entity property.
  6. Add items to the pick list.
    1. Above the grid click theAddClosed button.
    2. In the Text column add the pick list item text will appear in the pick list.
    3. Click in the Code column to add a pick list code value.
    4. In the Order column specify the order the item should appear in the list.
      For example, if you type 0, the item appears 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.
    5. In the Is Default column, select which pick list item should be the default value of the pick list.
      Only one pick list item can be the default.
    6. In the Filter box, type 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 .want the pick list item to appear when the account status is equal to Purge, then type Purge.

      • In order to filter correctly, this value must match a corresponding item in the filtering pick list
      • A pick list may be used for more than one field. The pick list will only be filtered 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.
    7. Repeat steps 6a-6f for each pick list item to add to the pick list.
    8. Click OK.

  7. Select any of the following settings:
    1. Is Key- Indicates whether the selected field is a primary key for the entity.
    2. Audited - Indicates whether or not changes are being tracked for the field.
    3. Can Bulk Update - Indicates whether or not the field can be updated as part of a bulk action.
    4. Import - Indicates whether or not the field can be imported.
    5. Match - Indicates whether or not the field is match criteria for an import.
  8. Click OK..
  9. Select the form to which you want to add the pick list field.
  10. In the Web Form Manager, in the Add Field pane find the new pick list control and drag it to the form.
  11. Drop it on any location that is highlighted in green when the cursor hovers over it.
    The control is created and bound to the data field in the database.

  12. With the pick list field selected, use the tabs to set the control properties.
  13. Click SaveClosed.

Related Topics

Using the Entity Manager

Entity Manager Fields Tab

Adding or Editing Fields

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.