Picklist values
I have created a custom field with field type "multi select picklist ". Post creation , i have updated some 200 picklist values using edit picklist. Now the users dont want a multi select picklist - & since field type cannot be modified once created, is there a way to copy all these 200 picklist values into a new field that I will create with field type "picklist" ?
Hi,
There's no possibility to copy / paste values like these in another field.
But there's a way for you to save your time : the import tool. You can use it to populate a picklist value by checking the option before the import. I did it on the Activity object and now my picklist contains all the value I need. And no need to save one by one these values !
You'll need to have an import file containing for each row a value you need in your picklist. And you'll have to add an ID (ExternalUniqueId) and all the required fields of the object you'll import. After the import, you'll only need to delete the records created and here you can use the mass delete functionality.
Hope this will help, feel free to ask more !
Max
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I have created a new field on my opportunity type called "Industry" and gave it picklist values. However, the system is not allowing me to query for the values using the Picklist web service. Am I missing a step here, or does the system not allow querying for custom picklist field values? I can get to certain lists of picklist values for Opportunity (Type, Probability, some others) but not the picklist I created. Am I doing something wrong?
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Find integration tag for custom field in Field Setup. When you call getPicklist method, pass three values like Object type(ex: Lead), integratin tag for the custom field, "" ( this is language, this field is no need for English languague)
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[email protected] -
It appears that the status field on the Service Request and Activity seems to be of PickList (Read-Only) and hence I am not able to add any other values. We are basically looking at adding one more value "Cancelled" to the Tasks/Appointments in the Status field. Any ideas?
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SriramHi sriram,
IN service request, "Calcelled" value is available by default and to provide this value in task / Appointment in Status field i suggest you to use one workaround. rename existing status field to "Status Old" and create new Pick list field and name it "Status" and add picklist values which you require and finally replace the old field with newly created status pick list field in appointment layout.
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Cheers
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I like to query and update picklists, state and country, in the address. What're the record type and filed name for them?
I tried record type, Address and field name, State and Country, with no luck.
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As far as I know you cannot modify the address object at this point of time.
If you want to add values or modify the picklists for State & Country, you would need to use custom fields and add all required values and then use those fields. (You can remove the Addres Object completely from the layout and then substitue it with the custom picklists that you have designed - possibly cascading picklists with Country as parent and State as child )
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Qualified------------------------------------------------------------- qualified
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There is no possibility to change the value of Seeded picklist, because it is a read only one, so that i created one custom picklist as per the client requirement and when the field value changes in the client picklist it automaticaly captured the seeded picklist(because of the mapping & conversion of leads is mapped with seeded one only). So my understanding is i created custom one when the workflow triggers on the custom there is not much effect on the Mapping conversion of the lead status if at all i mapped like in the same way. Could you please suggest the solution on this.sha_2008 wrote:
Sorry,
Could you give me some more solutions to the query.I dint understand your answer.Not really. Have you looked at TreeSet? Have you though about creating your own class that has both a set and an list? Obviously not! Until you have it is a waste of time me responding. -
Hello all,
Its have a nice discussion over phone, I have some urgent requirement in OCOD. I need to change the Lead Status to Custom values as per the client requirement, but Lead status itself is a Seededpicklist, we cannot do any modifications on that(I guess so?). So I have create 1 custom picklist with the Client requirement, when I trying to trigger an event by using workflow it throws an error meesgae.
For Ex: Client requirement for the Status field is “Open”( Please find it in Custom picklist in Lead Entity(Status1) as in Seeded picklist is Qualyfying
When I tried to write an event on this like “IIf( FieldValue(Staus1)='Open') AND PRE([<plStatus1_ITAG>])<>[Status1],FiledValue([<Status>])='Qualified',FiledValue([<Status>])='Converted'” it throws an error.
Could you please help with a query, i guess my query was wrong? Need help ASAPI am assuming that 'Status1' is the original satus field and 'Status' is the custom field. Use this syntax to update 'Staus' field-
IIf([Status1>]='open','abcd','xyz')
You can use nested IIf() statement,if required.
rgds,
Amit -
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Hello,
MSP's are not supported in reports, could anybody help me how to get the MSP value's in report, because we are using around 10 msp's in Opportunity, we need to get these values in reports. Helpful suggestions are welcome and thanks in advance.
Thanks
SubbuIn Analytics it is possible , but as per my knowledge the analytics are refreshed after 24 hours not at realtime. correct me if i am wrong-:)
Subbu -
Dedfault Activity 'Type' picklist value
Hi ,
Requirement is for the Custom Object 10 ,there is a 'Activity' Related Item section ...when user click on the 'New Task ' the Type(Picklist Field) should be defaulted to 'XYZ'….Since 'Activity' is Related Item Sections to many Record Types like Accounts,Opportunities,Service Request...etc.'Type' field should be defaulted to 'XYZ' when user creates Activities from Custom Object 10 and 'Type' field should not be defaulted to 'XYZ' when user creates from Accounts,Opportunities,Service Request...etc.
Thanks,
Srinivas MeruguHi Srinivas,
As i said before if this functionality is so important.
Then u can use weblink like this for appointment
https://secure-ausomXXXX.crmondemand.com/OnDemand/user/ApptNew?OMCR0=%%%Id%%%&OMTGT=ApptEditForm&OMTHD=ActivityNewNav&OMCBO=CustomObject12&OMRET0=CustomObject12.Detail%3focTitle%3d%%%Name%%%%26OMTGT%3dCustomObject12.Detail%26OMTHD%3dCustomObject12DetailNav%26ocEdit%3dY%26OCTYPE%3d%26ocTitleField%3dName%26CustomObject12.Detail.Id%3d%%%Id%%%&OCNOEDITTYPE=Y&OCTYPE=&ApptEditForm.Type=Email
and something like tis for task also.
Then u ll get the appointment and task with Type=Email and also u ll get tat in list of activities in related section of CO-10 once saved.
But the problem is cant able to hide the button 'New Appt' and 'New Task' in Activities related section.
Hope this helps.
Regards,
Lemu -
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Hi, all--
I would like to have a default value ("Undetermined") for the "Associated Account" read-only picklist value. I have an account record of this value for this purpose. This is because if there is no value in the field, the record will not be included in a report that includes the field. I do not want to make the field required at this point.
Field management doesn't appear to allow any default value for read-only picklists. Does anyone know how to get around this, either at the lead record stage or at the lead report stage (without resorting to an analytic, which won't work for what we are doing)?
Thanks.That's a great question. It doesn't appear as though you can select it from the typical method of Admin | Application Customization | Lead | Lead Field Setup | Associated Account.
Have you tried creating a workflow to populate the field using Before Modified Record Saved?
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