Pick Lists

Pick lists contain standard terms to keep field data consistent across records. You can create, edit, and delete pick list terms.

How to use a pick list

1. Go to the field and select Term Pick List.

2. In the Pick List Editor, select the term and select Use selected term.

Or you can type the term into the field.

How to create a pick list term

1. Go to the field and select Term Pick List.

2. In the Pick List Editor, select New Term.

3. Add the new term and select OK.

4. Close the Pick List Editor.

How to edit a pick list term

1. Go to the field and select Term Pick List.

2. In the Pick List Editor, select the term and select Edit.

3. Edit the term and select OK. The term will change in every record that uses it.

4. Close the Pick List Editor.

How to see if a term is in use

1. Go to the field and select Term Pick List.

2. In the Pick List Editor, in the Linked records column, see how many object records are using the term. You can select the link for the number of records to see a list of those records.

How to delete a term from a pick list

You can only delete terms that are not used in object records.

1. Go to the field and select Term Pick List.

2. In the Pick List Editor, in the Linked records column, make sure it says ‘0 records’.

3. Select the term and select Delete.

If you restore a deleted record that links to a deleted term, then the deleted term will also be restored.

Global term fields

There are some fields in eHive where the pick list can't be edited. For example, the Dublin Core field, and the Valuation Type field. These Global Terms are standard across all accounts.

If there is a term that you believe should be added to the system, please email us at info@ehive.com.