Add the Initial Parent Picklist

Complete the following steps to add the initial parent picklist:

1. Click Tools > Field and UDF Customizations to open the Field and UDF Customizations window.

   

   Field and UDF Customization Window

2. If you want to select a grid layout theme, click Customize to open the Column Selections window, select a theme from the Select a Layout Theme field, and click Save.

   

   Column Selections Window

3. Select a table in the Properties pane that includes the data entry grid to which you want to add a UDF.

   Click the Properties header bar to collapse the Properties pane to expand the view of the grid. Click the bar again to expand the Properties pane.

   

   Field and UDF Customizations

4. Click Picklist in the toolbar of the Field and UDF Customizations window to open the Select Picklist Type window.

   

   Select Picklist Type

5. Click Standard and then click OK to close the window. A Add Picklist Field window opens.

   

   Add Picklist Field

6. Type a unique name for the parent picklist in the Caption field.

7. Type a value in the Width field to indicate the number of characters to allow in the name of the parent picklist. You can alternatively use the up/down arrows to select a value. Clicking the up arrow increases the value; clicking the down arrow decreases the value.

8. Select an option from the Cell Style drop-down list for how the UDF field will display in data entry grids. The options include:

   • Show Value — displays the assigned value of the selected item in the picklist.

   • Show Description — displays the description of the selected item in the picklist.

   • Show Value And Description — displays the assigned value and description of the selected item in the picklist.

   • Show Description And Value — displays the description and assigned value of the selected item in the picklist.

9. Select and option from the Dropdown Style drop-down list for how items will display in the picklist. The options include:

   • Show Value — displays only the assigned value of items in the picklist.

   • Show Description — displays only the description of items in the picklist.

   • Show Value And Description — displays the assigned value and description of items in the picklist.

   • Show Description And Value — displays the description and assigned value of items in the picklist.

10. Select and option from the Validation Order drop-down list for how items in the picklist will be sorted. The options include:

    • Value — sorts items numerically based on values assigned to items in the picklist.

    • Description — sorts items alphanumerically based on the description of items in the picklist.

    • Defined — sorts items based on the order of items listed in the Customize Picklist window.

11. Ensure that the Allow Multiple Selections and Allow Other Entry check boxes are deselected. These options do not apply to parent picklists for Dynamic Picklists.

12. Complete the following steps to add data items that will be available for selection in the drop-down list of the parent picklist.

    The following figure shows an example of a data item labeled OK-1 Oklahoma, which will be available for selection in the parent picklist, My Pipeline States. Data items are set up later as child picklists in Add a Child Picklist and Mapping Data Items.

    

    Add Picklist Field

    1. Click the message Click here to add a new row to add an empty row of fields for data entry.

       

       Add Picklist Field - Adding Picklist Items

    2. Associate a code with the name of the data item (child picklist). Type one or more letters, numbers, or a combination of both in the Value field. Then type a description for the data item (child picklist) in the Description field.

    3. Press Enter to add another empty row of fields for data entry.

    4. Repeat as needed for all items in the picklist.

    5. To reorder the items in the list, use the and buttons. These buttons become active after items have been added to the grid.

       

       Add Picklist Field - List of Items and Reorder Buttons

    6. When finished adding all items, click Save to close the window and return to the Field and UDF Customizations window.

PCS adds the parent picklist in the list of other fields in the Field and UDF Customizations window.

To add child picklists and map the necessary data items, refer to Add a Child Picklist and Mapping Data Items.