Dynamic Application Wizard : Configuring a Pick List

In the Dynamic Application wizard, when you select a pick list field from the Custom Fields list, an Options section displays at the bottom of the screen.

You can create a custom pick list or use one of the 10 pre-defined lists. With a custom pick list, you define the choices that appear on the list.

There are three different types of custom pick lists:

Custom—A list you define. The user selects one option from the list.
Custom multi-select—A list you define. The user can select more than one option from the list.
Custom Single Select with Values—A list you define. The options on the list include integer values. The values appear in parentheses () to the right of the options and can be used as weights in calculations. The user selects one option from the list.

To configure Pick List fields:

In the Options section:
To create a custom pick list, select Custom or Custom Single Select with Values from the List Types list.
To select a predefined pick list, select the list from the List Types list.
For example, a Days in the week (Sun etc.) pick list is already populated with day abbreviations as menu selections.
Note: Except for the States predefined list, predefined options cannot be edited.

To edit or add pick list options in custom pick lists, click Edit .
The Customize List Options window displays.
Under Format: Show Options as, select the format for how the options will display.
Note: Pick lists using the Drop-down Menu format automatically include a "--" option. This option only displays to users adding or editing a record. It does not display when you are creating or editing the pick list or in reports.
Type pick list options in the List Options boxes or edit existing options.
Select Default next to the list item you want to appear as the default item.
To add more pick list options, click Add Options.
To sort the options, click the down arrow (descending sort) or the up arrow (ascending sort).
Note: When you click an arrow, you sort existing list options. The action is performed but the sort is overridden if you add another option (the list does not automatically resort based on newly added options).
When you have defined all pick list options click Update.
The Customize List Options window closes and the list is shown under Options with any changes you made.

Important: If you edit (modify) or delete existing pick list options, those changes are not permanent until you click Finish & Save. You can discard those changes if you click Cancel. Clicking Cancel will also discard any other changes you made to the dynamic application.

Editing Existing Pick List Options

If you are editing the options in an existing pick list three methods to deprecate or remove options from a custom pick list. Each option affects data in a different way:

Edit—When you edit custom pick list options (change an existing field option), any existing records using that option are updated with to use the new option. For example, if you edit the value “North America” to be “America, North” then all existing records will use the new text.
Delete—Deleting a pick list option removes that option from the pick list. Any existing records, active or archived, that currently use the option become blank.
Toggle visibility—Toggling a pick list option’s visibility makes it unavailable for selection in the pick list. The option remains visible for records and reports. If you edit the record, you will not be able to select the toggled option.

The ability to toggle visibility allows you to preserve historical data as the pick list options change.

To edit, toggle, or remove a custom pick list option:

Navigate to the Admin Zone and select the custom pick list field. This opens the Custom Field Wizard.
In Step 3 of the Custom Field Wizard, select one of the methods above to remove a pick list option.
To edit the option, type into the text box.
To delete the option, click the red Delete icon to the right of the option.
To toggle the option’s visibility, click the toggle next to the option.
Note: A custom pick list must have at least one visible option. If there is only one visible option, you will not be able to delete or toggle it.
Click Finish and Save.

Your changes to the pick list will be saved. If you toggled an option off, you can toggle it back on the next time you edit the pick list.

Related Topics:

Creating a Dynamic Application : Data Fields—About the Data Fields step in the Dynamic Application Wizard.
Creating a Workspace-level Dynamic Application—An introduction to using the Dynamic Application Wizard to create workspace-level dynamic applications.
Dynamic Application Overview—About PPM dynamic applications.