Configuring User-Defined Multi-Select Auto-Complete Fields

A number of auto-completes in the PPM Workbench have been pre-configured to allow users to open a separate window for selecting multiple values from a list. Users can also define custom auto-completes to have multi-select capability when creating various product entities.

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

To use this feature when creating a new entity, users must:

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

  • In the Field: New window, users must 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 for a request type:

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

    The Request Types Workbench opens.

  2. Open a Request Type.

    The Request Type window opens.

  3. Click New.

    The Field: New window opens.

  4. 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.