Configure user-defined multi-select auto-complete fields

You can configure auto-complete fields to open a separate window to allow users to select multiple values from a list.

Fields that support multi-select auto-complete

The following table lists the fields that can support the multi-select auto-complete capability:

Field Type

Supported

User data fields

Yes

Report type fields

Yes

Request type fields

Yes

Project template fields

Yes

Request header types

No

Object types

No

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Configure multi-select for auto-completes

To enable multi-select auto-complete for a new entity, you must configure the following:

  • Select a validation for the new entity that uses the Auto-Complete List as the Component Type. This enables the Multi-Select Enabled field in the Field: New window.

  • In the Field: New window, click Yes for the Multi-Select Enabled option.

The step-by-step procedure for defining multi-select capability in user data, report type, request type, or project template fields is similar.

To define a multi-select auto-complete field for a request type:

  1. From the PPM Workbench shortcut bar, select Demand Mgmt > Request Types.

  2. In the Request Types Workbench, open the target request type.

  3. Click New.

  4. In the Field: New window, select a validation of type Auto-Complete List from the Validation field.

    The Multi-Select Enabled option is enabled.

  5. To the right of Multi-Select Enabled, click Yes.

    The Possible Conflicts window opens and displays a warning not to use a multi-select auto-complete for advanced queries, workflow transitions, and reports. If this field is not to be used in advanced queries, workflow transitions or reports, click Yes.

  6. Configure any other optional settings for the new request type.

  7. Click OK.

The field is now enabled for multi-select auto-complete.

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