Managing items in a Pick List

You can modify a pick list to add a new item, modify an existing item, or delete 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:

  1. Access the Pick List detail view. See Pick List detail view
  2. Specify this information on the Items tab:
    • Click Add to add a new item.
    • Click the Edit link for the item you require to change.
    • Click the Localize link for the item you require to localize for creating additional translated versions of the pick list item to support additional languages.
    • Click the Delete link for the item you require to remove.
    Note:  If you use other software applications that share database information with Infor CRM SLX, you must delete the same pick list items in both applications.
  3. Specify this information in the Add/Edit Item window:
    Note:  If you have selected the Localize link to access the Localize An Itemwindow, only the Text box, Language list, and Is default item options can be modified.
    Text
    The text that must appear in the pick list.
    Code
    A code for the item (This is a mandatory field for localized pick lists). See Localizing a Multi-Regional Pick List
    Note: If you use other software applications that share database information with Infor CRM SLX, you must use the same pick list codes in both applications.
    Order
    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, these are grouped by that number and the entire group appears in the list before the next highest order number.

    Note: If the Sorted alphabetically attribute is selected, order values are ignored. See Pick List Information Fields
    Filter
    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 can 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.
    Language
    The language for the pick list item. When using multi-regional pick lists, the items in the list are filtered to only view the localized items for the language that matches the user language setting. See Working with Multi-Regional Pick Lists
    Is default item
    Select this check box to set the item as the default list item.
  4. Click Save and New to add more items, or click OK if the process is completed.
  5. 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. See General Options
  6. Click Localize and repeat steps to add a language specific pick list item for each language you require to support for this pick list to create additional localized pick list items.
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