Picklist Tab

Data Dictionary

The Picklist Tab is used to assign a picklist selection menu to a data entry field. This tab of the Data Dictionary can be accessed by pressing Ctrl+F7 while the data entry field is selected.

For information on configuring picklists see the Configure a Picklist topic.

Click on one of the following to skip to that section.

Picklist Table Area

Picklist Options

Columns Displayed in the Drop-down

Fields Updated

Picklist Table Area

The Picklist Table area contains information regarding the location of tables in the 'PK' schema of the EDM™ database that contain picklist data.

• Data Source Button -The Data Source field displays the database selected using the Data Source button. This database contains the picklist tables accessible through the Picklist Tab. By default, the picklist tables displayed are found in the picklist schema of the EDM database. The Data Source button functionality will be available in a future release of OpenWells® software.

• OpenWorks check box - The OpenWorks check box allows administrators to select picklists tables using the OpenWorks database schema. Functionality for this check box will be available in a future release of OpenWells software.

• Picklist Type - The Picklist Type options allow the administrator to define the picklist as regular, data driven or multi-select.

• Regular picklists contain all selections available in the picklist table.

• Data Driven picklists contain selections based on data entered somewhere else in the data hierarchy. For example, the Casing Date/Time In Hole field can be configured as a picklist that draws upon data from existing Time Summary activities.

• Multi-Select picklists allow users to select multiple items to be stored in the picklist field. These items are stored as a string in the database and cannot exceed the current field's field length.

• Table Name - The Table Name picklist is used to select a table in the database that contains the appropriate picklist selection data for the current data entry field.

• Filter Clause - The Filter Clause is used to reduce irrelevant data or to accentuate critical data. Use a filter clause to present data in a way that facilitates easy data identification and selection.
  
  For example, when the following SQL 'where' clause is entered in the Filter Clause for the Class field of the Daily Cost spreadsheet (DM_DAILYCOST.cost_code) it filters the Class picklist depending on the Code and Subcode column entries in the table: class ='[ cost_code]' and code is not null and subcode is null.
  
  Note on Macros: Macros can be used in the Filter Clause. Available macros include the Attributes of the current Business Object and its parents. (Hint: Use the Data Dictionary Entry area's Select button to find the Attributes of a specific table. If you do not know the parent tables contact Landmark support for help.)

• And Filter Clause - The And Filter Clause is used to add an additional query to Internal picklists. This additional query is applied to the internal picklist after the Filter Clause and any internal queries are preformed.
  
  Note: The And Filter Clause may be greyed out for any internal picklists, whose internal filtering is too complicated to run additional SQL queries against.

• Sort Clause - The Sort Clause is used to arrange selection items in a particular order or grouping to facilitate easy identification and selection.

Notes:

• While the Filter Clause and Sort Clause fields can be very useful and helpful in saving a lot of time, the syntax of the clause can become somewhat complex.

• Any condition statement entered must be in proper SQL format for the database server type. The OpenWells application has no error-checking function for the technical accuracy of statements entered in this field. All table names should be entered in UPPERCASE letters and field names should be entered in lowercase letters  to ensure compatibility with case sensitive databases. Landmark recommends thorough testing of picklist configurations for all deployed EDM database types.

• T he DisablePicklistReadonly system setting will disable a field if the SQL is not valid. For more information, see the EDM Administration Utility online help.

Picklist Options Area

The Picklist Options area controls the functionality of a picklist. The following three options are available in this area:

• Disabled - Activate this check box to temporarily suspend the picklist association. This will change the field to a simple data entry field without losing the picklist table configuration.

• Mandatory Selection - Mandatory picklists are used to enforce data consistency. Activate this check box to force the user to only populate the data entry field with pre-defined values contained in the picklist table. Only items found in the picklist may be entered in the data entry field.

• Internal - If this check box is activated the picklist is non-configurable. This option is used by the application to control certain picklists which are data driven from other areas in OpenWells software.
  
  Changing these picklists could result in invalid data being entered, therefore, the parameters of these picklists cannot be edited by a user, but additional data can be added to supplement these picklists.
  
  The following rules apply to internal picklists:

• Table Name and Picklist Type cannot be changed

• Filter clauses cannot be added

• And Filter clauses can be added. These are applied after the Filter Clause and any internal filters.

• Picklist Options cannot be changed

• Columns displayed in the drop-down defined by the application cannot be edited or removed

• new Columns Displayed in the drop-down can be added and deleted

• Fields Updated defined by the application cannot be edited or removed

• new Fields Updated can be added and edited   

Columns Displayed in the Drop-down Area

Every picklist table in the data dictionary has at least one column displayed; some picklist have two or more. The Columns Displayed in the drop-down area is used to configure the column or columns that will be displayed in the picklist.

Note: If a Table Name has not been selected in the Picklist Table area, the Picklist Column list will appear greyed out.

• Picklist Column - Once a selection has been made in the Table Name picklist a row(s) will appear under Picklist Column in the Fields Updated area. It is populated by the name of a picklist from the selected table. If this is not the required picklist use the drop-down menu arrow to select the appropriate picklist name. For picklists containing multiple columns: Select the Add button to add as many picklist columns to display as necessary. Select the drop-down menu arrow to select the appropriate picklist field names. The field name selected should provide the most meaningful information at a glance. Use the and arrows to sort the picklist column display order. Columns in a picklist will appear in the order selected here with the top column appearing first and the bottom column appearing last. To remove a picklist column select the row and press the Delete button.

Important! In order to use this functionality, the appropriate database table name must be displayed in the Table Name field.

Fields Updated Area

The Fields Updated area contains a two column spreadsheet, the Picklist Column and Field Updated Use these columns to define the fields to be updated  through a single picklist selection. By default the current field name appears in the Field Updated column.