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, execute the following:
    1. From the navigation bar, select Entity Manager.
    2. From the Entity Manager list, select the entity of the field you want to add
    3. If required, select the Fields tab in the lower pane and click add.png (Add).
  2. In the Display field, specify the field name you want to be displayed in the Infor CRM SLX Web Client.
  3. In the Name field, specify a unique and descriptive name for the field.
  4. In the Type field, select Pick List.
  5. Complete the remaining information:
    Length
    Specify the maximum length for the field.
    Storage
    Select a data storage method.
    Display
    Select a method in which data appears in the Web Client.
    PickList
    Select - - - New Pick List - - -.
    Value Stored As Text
    If selected then the pick list items are stored as text values.
    Name
    Specify 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 the form manager 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. Click add.png (Add) above the grid.
    2. In the Text column add the pick list item text which appears 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 must appear in the list.
      For example, if you specify 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 the pick list item which must be the default value of the pick list. Only one pick list item can be the default.
    6. In the Filter field, 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, for 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 can be used for more than one field. The pick list is 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:
    Is Key
    Indicates if the selected field is a primary key for the entity.
    Audited
    Indicates if the changes are being tracked for the field.
    Can Bulk Update
    Indicates if the field can be updated as part of a bulk action.
    Import
    Indicates if the field can be imported.
    Match
    Indicates if the field is match criteria for an import.
  8. Click OK.
  9. To open the Form Manager List View, select Administration from the Navigation Bar and click Form Manager. A list of quick forms are displayed.
  10. Select the form to be added to the pick list field.
  11. On the Web Form Manager, in the Add field and find the new pick list control and drag the pick list to the form.
  12. 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.
  13. With the pick list field selected, use the tabs to set the control properties.
  14. Click save.png (Save).
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