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. Select Master Explorar > Configuration and Users > Picklists on the navigation bar. The Picklist Maintenance page is displayed.
  2. Click New on the Picklist Items tab. A new row is added in the Picklist Items tab.
    Note: You can select the required item in the list page and click Delete to remove an item.
  3. Specify this information:
    Text
    The text that must display in the pick list.
    Code
    The code for the item.
    Note: If you use other software applications that share database information with Infor CRM, you must use the same picklist codes in both applications.
    Default
    If this check box is selected, the item is set to default list item.
    Sequence
    The order in which the items must display in the list.
    Active
    If this check box is selected, the picklist item is enabled and displayed in the CRM forms.
    Note: If this chec box is cleared, the picklist item is disabled and not displayed in the CRM forms.
    Category Default
    If this check box is selected, the default value in the picklist is displayed if a category is specified.
    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 picklist ID associated with the item.
    Note: The value of this field is used when building a picklist hierarchy.
    Logical ID
    Accounting Entity ID
  4. Click Save.
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