Creating dynamic choice lists

Dynamic lists are helpful when you want to add values to a list without editing the schema.

About this task

Users with the schema designer, dynamic list administrator, or super user privilege can add values to a dynamic choice list from any HCL Compass client. A dynamic list can be a drop-down list, such as a list of states.

You can use the same dynamic list for multiple fields, regardless of record type. Updating the contents of such a field updates all fields associated with that dynamic list.

Procedure

To create a dynamic list for a field:
  1. Start the Designer.
  2. In the Schema Repository Explorer view, right-click on the Dynamic List Names folder in your schema and then click New Dynamic List.
  3. Type a name for the dynamic list and then press Enter.
  4. In the Record Fields grid, click the Choice List cell for the desired field, click the drop-down arrow and select DYNAMIC LIST.
  5. In the Dynamic List window, select the dynamic list that you just created.
  6. Select Recalculate Choice List or Limit To List.
    When you define a Constant Value, Constant List, or Dynamic List hook, you can set the following behaviors:
    • To prevent users from entering values that are not in a choice list, select Limit to list. Any value that is not on the list causes a validation error. If you do not select Limit to list, users can enter any value.
    • To reinitialize the list at run time if it depends on changes to another value, select Recalculate Choice list For a scripted choice list, this recalculate operation might affect performance. If you do not select Recalculate Choice list, values are refreshed only at the beginning of each action.
  7. Click OK.
    Before you save these changes, test the schema. Then check in and apply the schema changes to the user database. See Customizing a schema.