4 Introduction To MasteryC5_Picklists

,Configuration,Picklists,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Picklists,Objectives,LearnthebasicconceptsofpicklistsUnderstandtheinitialstepsrequiredtomodifyapicklistExport,editandimportapicklist,IntroductiontoPicklists,WhatarePicklists?ElementsNotinScopePicklistPermissions,WhatarePicklists?,PicklistsarethedataanddatafilesthatcanbeconfiguredtocreatedropdownlistsinSuccessFactorsmoduleslikeRecruiting,SuccessionandEmployeeProfileorEmployeeCentral.PicklistsareusedforvalidationonbackgroundandpersonalinformationimportsandarereportableoptionsinAdHocReports.Thisexampleofapicklistwascreatedfor“TravelRequired”withseveraloptionsfortheusertoselect:,WhatarePicklists?(cont.),Tocreateapicklist,severalstepsmustbetakenpriortoinsertingthepicklistwithintheconfigurationoftheSuccessFactorsmodulebeingused.Thistrainingwillcoverthefollowingsteps:ExportingapicklistEditingapicklistImportingapicklistInsertingapicklistintoitsrelevantapplicationwillbecoveredinMasterytraining.,ElementsNotinScope,Inthistrainingwewillnot:AddanewpicklistAddinganewpicklistwillcreateanentirelynewdropdownelementandvalues.ThisrequiresupdatingtheXMLandwillbecoveredintheMasterycourses.CascadeapicklistCascadingapicklistenforcesdataintegritybyrequiringonepicklistselectionbeforeallowingtheselectionofasubsequentpicklist.Theparentselectiondrivestheoptionsavailableinthechildselection.CascadingapicklistwillbecoveredintheMasterycourses.WorkwithPicklistMappings(seeninAdminTools)ThisfeatureisspecifictotheRecruitingmodule.RunpicklistreportsRunningreportsonpicklistswillbecoveredintheMasterycourses.,PicklistPermissions,InordertoconfigurePicklists,ausermustbegrantedpermissioninAdminToolsSetUserPermissionsAdministrativePrivilegesThenyoumustcheckPicklistsundertheSystemPropertiesoptionPleasenotethatthispermissionischeckedbydefaultfortheadminuserofyourtraininginstance,ExportingaPicklist,Overview:ExportingPicklistsUnderstandingPicklistFiles,Overview:ExportingPicklists,Toeditapicklist,youwillbeginwithexportingtheexistingpicklistfilelocatedinAdminToolsCompanySettingsPicklistManagementEachinstancehasadefaultpicklistfileSelectExportallpicklist(s)andsavethefile,UnderstandingPicklistFiles,Afterexportingthefile,openthefiletoreviewthepicklistelements.,EditingaPicklist,Overview:EditingaPicklistEditingPicklists,Overview:EditingPicklists,Afterexportingapicklistfile,thereareanumberofwaysyoucanedititTheseoptionsinclude:ChangingLabelsAddinganewitemtoapicklistChangingtheorderinapicklistDeletingfromapicklistMarkingarecordobsoleteAftereditingapicklist,youmustimportthechangestoyourinstanceThisisexplainedinthe“ImportingaPicklist”sectionofthispresentation.,EditingPicklists,Tochangealabel,simplyeditthelabelintheappropriatelanguageinthe.csvfilewithoutchangingotherfields.Toaddanewitemtoanexistingpicklist,insertarowtothespreadsheet,enterintheappropriatepicklistId,minValue,maxValue,value,status,andlabels.DONOTenteranoptionID.Thesystemwillassignthis.Tochangetheorderofpicklists,simplychangetheorderoftherowsinthespreadsheet.Todeleteanitemfromthepicklist,changethestatusoftheitemtoDELETED.Deletinganitemwillbreakalinktoanydatausingthatitem,andisgenerallyonlyrecommendedduringsetupofnewpicklistswhenamistakeismade.Tomarkarecordobsolete,changethestatustoOBSOLETED.Thiswillkeepthedatapreviouslyselected,butwillnotdisplaytheentryinthedropdownforanyonetoselectmovingforward.,EditingPicklists(cont.),Example:Editingalabelchangethenameof“Business”to“Work”thiswillchangethevalueinthedropdownlist.,Example:Addinganewiteminsertanewrowbetweenrows3&4withthepicklistid“addressType”toaddtheoption“P.O.Box”tothepicklistdropdown.,Example:Changetheorderofapicklistmoverow12aboverow11tomake“Divorced”displayasthethirdoptioninthedropdownratherthanlastforpicklistid“ecMaritalStatus”,+,Example:DeletinganitemfromapicklistchangethestatusACTIVEtoDELETEDinrow15todeleteBusiness1fromthepicklistdropdown.,Example:MarkinganitemobsoletechangethestatusACTIVEtoOBSOLETEDinrow18tomakeobsoletetheitem“Fax”.,ImportingaPicklist,Overview:ImportingPicklistsImportingaPicklist,Overview:ImportingPicklists,Aftereditingapicklist,youmustimporttheupdated.csvfiletoyourinstanceviaAdminToolsCompanySettingsPicklistManagementTherearetwooptionsforimportingapicklist:Importpicklist(s)Importthedefault(pre-packaged)picklists.Wewillnotuseoptionasitwilloverwriteyourpicklists.,ImportingPicklists,Afterselecting“Importpicklist(s)”youwillnoticefurtherinstructions/options