Managing Custom Settings
This article provides you the step-by-step instructions to:
• create a new custom setting,
• edit an existing custom setting, and
• delete one or more custom settings.
Creating a New Custom Setting
Perform the following steps to create a new custom setting:
1. Select the required Module and Submodule and click New Setting in the Manage Setting screen. An empty record is created at the bottom of the list of records in the Custom Setting section. You can also modify the existing custom setting records.
2. Enter unique ID for the setting. When naming a Setting ID, remember the following:
◦ Settings ID must be alphanumeric.
◦ Settings ID must be at least 8 characters long.
◦ Settings ID should not contain spaces.
◦ Setting ID should not contain special characters.
3. Enter the setting name. For example, Default Support Type or Show Closed Orders.
4. Enter a detailed description for the setting.
5. Select the Data Type.
6. Select the Setting Type.
7. Select Search Order: Global if Setting Type is Global, Group, Global if Setting Type is Group.
8. To add more setting records, click New Settings.
9. Click Save. The changes are saved and the setting list is refreshed.
10. To specify the list of values and/or default value for a setting, click the Add/Edit link on the record. This link appears only for saved records. A popup window will appear in which you can enter the list and default values. When specifying a list of values of a picklist, use the value separator string carefully. The value separator is Tilde, Pipe, and Tilde. For example, to indicate A, B, and C as valid values, the text must be A~|~B~|~C.
Editing a Custom Setting
1. Update the Setting ID, Name, Description, Data Type, Setting Type, and/or Search Order as required.
2. To edit the list of values and/or default value of a setting, click the Add/Edit link associated with the setting.
3. Click Save. The changes are saved and the settings list is refreshed.
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Standard settings cannot be edited.
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Deleting Custom Settings
1. Select the checkbox adjacent to the custom setting which you want to delete. You can select multiple settings.
2. Click Delete. The selected settings are deleted and the settings list is refreshed.
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Standard settings cannot be deleted.
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