Difference between revisions of "Manage and Reorder Enumerated Values"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
 
(6 intermediate revisions by the same user not shown)
Line 1: Line 1:
__FORCETOC__
====Specify Display Text, Colors, Images, and Grouping Labels====
The ''Enumerated Values'' section of the field-definition page lets you specify display-text, colors, images, and grouping labels, as well as the values returned by user selections:
:[[File:Picklist_EnumeratedValues.png]]


{{Note|These options are available only when ''viewing'' an enumerated field, not when ''editing'' it.}}
The ''Enumerated Values'' section of the field-definition page, lets you specify the picklist values and the order in which they appear.


Click '''[Manage Values]''' to specify display text, color, images, and grouping labels.
'''To specify which values appear:'''
:[[File:Picklist_ManageValues.png]]
# 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


:*;Fields:
;Settings:
::Note that [[Alphanumeric Characters]] are allowed, including these special characters: <tt> <space>  +  /  '  -  _ </tt>
:* '''Display Label''' - The label to display in the list.
#::* '''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.
#::* '''Value''' - The actual value that is stored in a record (or returned to a program) when this item is chosen from the list.
#::* '''Image''' - Specify an image to display (learn more below)
#::* '''Show only Image in View mode''' - Whether to show the image alone, or together with the label.
#::* '''Font color''' - Foreground color
#::* '''Background color''' - Color of the area in which the text is displayed
#::* '''Use Label for grouping''' - The specified label becomes a heading in the list, rather than a selectable value (learn more below)


:*;Specify images:
{{Note|[[Alphanumeric Characters]] are allowed in labels and values, including special characters (<tt><nowiki>+  /  ' -  _</nowiki></tt>) and spaces.}}
:: To specify images, first upload them to the platform as [[Documents]]. This example shows records that were created after selecting such images from a picklist:
::[[File:Enumeratedstatuscheck.gif|none]]
 
:*;[[File:Picklistgroupbylabel.gif|right|upright|thumb|''Fruit'' and ''Vegetable'' are group labels]]Specify grouping labels:
::Select ''Use Label for Grouping'' to use labels for grouping, instead of making them selections, click .
::This option is useful when a picklist is long, and can be organized into groups.
::To be useful, the "Sort Alphabetically" box should be unchecked.
 
::;Considerations:
:::*The ''Use Label for grouping'' option is only available for Picklists
:::*After the ''Use Label for grouping'' option is selected, the ''Sort List Alphabetically'' option is reset to ''NO''
:::*If the ''Use Label for grouping'' option is selected, the enumerated values are not available for dependent field associations


====Reorder Values====
====Reorder Values====

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.