AgileApps Support Wiki Pre Release

Difference between revisions of "Manage and Reorder Enumerated Values"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
 
(14 intermediate revisions by the same user not shown)
Line 1: Line 1:
====Manage Values====
#Go to the last section of the page, ''Enumerated Values'':
#:[[File:Picklist_EnumeratedValues.png]]
#Click '''[Manage Values]''' to specify display text, color, images, and grouping labels.
#:[[File:Picklist_ManageValues.png]]


;Specify images:
The ''Enumerated Values'' section of the field-definition page, lets you specify the picklist values and the order in which they appear.
To specify images, first upload them to the platform as [[Documents]]. This example shows records that were created after selecting such graphic images from a picklist:
:[[File:Enumeratedstatuscheck.gif|none]]


;Use Labels for Grouping:
'''To specify which values appear:'''
[[File:Picklistgroupbylabel.gif|right|upright|thumb|''Fruit'' and ''Vegetable'' are group labels]]Use this option to group picklist values by label. The ''Use Label for Grouping'' option is useful when a picklist is long, and can be organized into groups.
# Click '''[Manage Values]'''
# Click the box under the Trash can to remove an item.
# Click '''[Add More Rows]''' to add additional items
# Click '''[Save]''' when done


:;Considerations:
;Settings:
::*The ''Use Label for grouping'' option is only available for Picklists
:* '''Display Label''' - The label to display in the list.
::*After the ''Use Label for grouping'' option is selected, the ''Sort List Alphabetically'' option is reset to ''NO''
:* '''Value''' - The actual value that is stored in a record (or returned to a program) when the item is chosen from the list. When the field is used to group, sort, or filter records, it is the value of the field that determines the outcome.
::*If the ''Use Label for grouping'' option is selected, the enumerated values are not available for dependent field associations
 
{{Note|[[Alphanumeric Characters]] are allowed in labels and values, including special characters (<tt><nowiki>+  /  '  -  _</nowiki></tt>) and spaces.}}


====Reorder Values====
====Reorder Values====
In the ''Enumerated Values'' section, click '''[Reorder Values]''' to change the order in which the values appear:
In the ''Enumerated Values'' section of the field-definition page, click '''[Reorder Values]''' to change the order in which the values appear:
:[[File:Picklist_ReorderValues.png]]
:[[File:Picklist_ReorderValues.png]]


{{Note|Reordering can be done only when the ''Sort List Alphabetically'' option is unchecked.}}
{{Note|Reordering can be done only when the ''Sort List Alphabetically'' option is unchecked.}}

Latest revision as of 23:19, 2 May 2014

The Enumerated Values section of the field-definition page, lets you specify the picklist values and the order in which they appear.

To specify which values appear:

  1. Click [Manage Values]
  2. Click the box under the Trash can to remove an item.
  3. Click [Add More Rows] to add additional items
  4. Click [Save] when done
Settings
  • Display Label - The label to display in the list.
  • Value - The actual value that is stored in a record (or returned to a program) when the item is chosen from the list. When the field is used to group, sort, or filter records, it is the value of the field that determines the outcome.

Notepad.png

Note: Alphanumeric Characters are allowed in labels and values, including special characters (+ / ' - _) and spaces.

Reorder Values

In the Enumerated Values section of the field-definition page, click [Reorder Values] to change the order in which the values appear:

Picklist ReorderValues.png

Notepad.png

Note: Reordering can be done only when the Sort List Alphabetically option is unchecked.