Managing Items in a Picklist

You can modify a picklist by adding a new item, modifying an existing item, or deleting an item from the picklist.

Note: You must log on to the Infor CRM Administration Client and have permissions to perform this task.
  1. Access the Picklist details page.
  2. Click the Picklist Items tab.
  3. Click New to add a new item.
    Note: You can select the required item in the list page and click Delete to remove an item.
  4. Specify this information:
    Text
    The text that must display in the pick list.
    Code
    The code for the item.

    If you use other software applications that share database information with Infor CRM, you must use the same picklist codes in both applications.

    Is default
    Select this check box to set the item as the default list item.
    Sequence
    The order in which the items must display in the list.
    Is Category Default
    If a category is specified, this flag is read to display the default value for the picklist.
    Category
    The value of this field can be used to filter the required items.
    Language Code
    The language of the text value.
    Child Picklist
    The picklict ID linked to the item record. The value of this field is used when building a picklist hierarchy.
  5. Click Save.