Create setup values
Each picklist can be configured to display certain setup values. Users can then select from these values when they click in the picklist.
Setup values are defined at the corporate or property level.
- Corporate setup values are shared by all properties in the organization, such as market segments, lead sources, and lost business reasons. Only a Corporate Administrator can create, modify, and delete corporate setup values.
- Property setup values are associated with individual properties and are displayed along with corporate values in picklists. While many picklists include both corporate and property values, some are geared more toward property specifics, such as function room setups, sales goal classifications, and territories. A Property Administrator can create, modify, and delete property setup values at properties they have access to. A Corporate Administrator can do the same at any property in the organization.
For information on which objects reference each setup value, see Overview: Setup values.
To create new setup values
- Do one of the following:
- To create a property setup value - In the Setup Values section of the Property page, click New Setup Value.
- To create a corporate setup value - Navigate to Setup Values, and then click New.
- If you are a Corporate Administrator, select to create a Corporate Setup Value or Property Setup Value, and then click Continue.
The New Setup Value page opens.
- Select the Setup Value Type and enter the Value. For example, if you select Region as the Setup Value Type, you might enter "New England" as the Value.
- Enter an Abbreviation for the setup value (for example, "NE" for New England).
- Select the Active check box to begin displaying the value in its associated picklist. A setup value must have an Active status to be available to users.
Only those properties you have access to are displayed.
- Enter the setup value's Sort Order. This determines the order in which the value will appear in picklists (for example, 1 puts the value at the top of the list).
- Do one of the following:
- Click Save to save your changes.
- Click Save & New to save your changes and create another setup value.
- Click Cancel to discard your changes.