- Re: Lead Picklist Value Change
- Posted by Matt Parks on August 31st, 2003
Rick,
There is a way to do this, but I doubt this is a "supported" approach, so be
careful.
First, enter the text values you want in the drop down list in the order you
want them to appear. Then, you will need to export your customizations to
an XML file via Deployment Manager. Then, open the XML file with a text
editor (Notepad can work).
Do a find on one of the status values entered previously. You may have to
do a repeat find to get to the proper set of values. You will find a group
of XML code similar to the following:
<options nextvalue="4">
<option value="1">
<labels><label description="Hot" languagecode="1033" /></labels>
</option>
<option value="2">
<labels><label description="Warm" languagecode="1033" /></labels>
</option>
<option value="3">
<labels><label description="Cold" languagecode="1033" /></labels>
</option>
</options>
NOTE: I formatted this for readability, the actual XML won't have any
whitespace. You can then edit the "value" entries to be what you need and
you can also reset the "nextvalue" entry. Once you're done, save the file
and Import it it back into CRM and you should be OK.
I also recommend making a copy of the XML file BEFORE modifying it. This
way, if you mess it up, you have the original to go back to.
HTH,
Matt
Matt
"Rick Phillips" <rphillips@ltechnology.com> wrote in message
news:ekAB7MobDHA.1744@TK2MSFTNGP12.phx.gbl...
Hi everyone,
I want to reset the numeric value of a picklist back to 1.
Leads/Ratings the value is
1 = Hot
2 = Warm
3 = Cold
I wanted to add Medium as 2 so I deleted 2 & 3.
The counter did not reset the value back to 2. it started with 4. I want to
change it to 2. I am using the ratings value as a way of rating my leads
etc.
Thanks in advance
- Posted by innab on September 1st, 2003
Hi Rick,
Are you sure this way is OK?
All these id's come from the DB (table stringmap).
If you want to map this field to the same on another form
(rating for lead -> rating for opportunity) I think you'll
have problems. The same is in the reports.
Any ideas?
Inna.
- Posted by Rick Phillips on September 1st, 2003
After the change in the XML file the
The Import will not validate the XML file as an XML file
ready for Import
Any Suggestions??
Thanks
Rick
"Matt Parks" <Matt.Parks@removetoX_XRevereGroup.Com> wrote in message
news:Oy9R5##bDHA.1872@TK2MSFTNGP12.phx.gbl...
- Posted by Matt Parks on September 2nd, 2003
Rick,
XML is very picky on formatting. Odds are you changed one of the tag values
or removed one of the brackets. I would start with your backup and try
changing one item at a time and then validating the format. One way to
check the formatting would be to try opening the file in IE. It will parse
the file and report any formatting issues to you.
"Rick Phillips" <rphillips@ltechnology.com> wrote in message
news:%23gOQxONcDHA.2112@TK2MSFTNGP10.phx.gbl...
After the change in the XML file the
The Import will not validate the XML file as an XML file
ready for Import
Any Suggestions??
Thanks
Rick
"Matt Parks" <Matt.Parks@removetoX_XRevereGroup.Com> wrote in message
news:Oy9R5##bDHA.1872@TK2MSFTNGP12.phx.gbl...
- Posted by Matt Parks on September 2nd, 2003
Inna,
Technically, the values don't come "from" the DB. The values in stringmap
are the result of modifying the picklist values and publishig the form.
This is exactly what importing the XML will do.
If you want picklists on different tables to have the same value list, then
you need to make sure that the forms that use those picklists are defined
identically. As for the reports, the CRM/Crystal hook translates the
picklists based on what is in the form customization.
Matt
"innab" <innab@nur.com> wrote in message
news:067b01c3706c$4e522110$a101280a@phx.gbl...
Hi Rick,
Are you sure this way is OK?
All these id's come from the DB (table stringmap).
If you want to map this field to the same on another form
(rating for lead -> rating for opportunity) I think you'll
have problems. The same is in the reports.
Any ideas?
Inna.