In section Entries > Picklists, picklists at entry level can be created and managed, in section Terms > Picklists, picklists at term level can be created and managed.
A picklist is a list that usually contains different values. The user can select the values from a drop-down list.
The initial crossTerm instance Default Across Server is already prefilled with picklists and picklist values at term level. Upon creation, new crossTerm instances are empty and first need to be filled with the desired picklists.
Click Add to create a picklist. First, you can enter a name.
In addition, you can determine whether it should be possible to select only one or several values from the respective picklist when creating and editing an entry/term. If the selection of multiple picklist values is disabled, only one picklist value can be selected; if multiple selection is enabled, several picklist values can be selected:
Multiple selection disabled
Multiple selection enabled
Only one picklist value can be selected.
Several picklist values can be selected.
Then click Add to define the picklist values to be available for selection when using the picklist.
Picklist values are sorted in ascending order according to the ASCII code of the characters. For example, picklist values with an initial umlaut or accent are displayed at the end of the picklist.
If terms with certain picklist values are to be displayed last in the term list, you can also assign them negative values (e.g. -10).
To customize a picklist, select the desired picklist and click Edit. Now you can change the name of the picklist.
To adapt a picklist value, select it and click Edit.
Specialty on term level
Apart from the name of the picklist value – the so-called long form – a short form is also defined. This short form is displayed whenever the information for a term is to be presented in compressed form, e.g. in the crossTerm window of crossDesk. Therefore, the selected short form should suggest the long form.
Subsequently, you can define values for sorting the terms of an entry. When the terms of an entry are displayed in the crossTerm Manager and in the crossTerm window of crossDesk, the values of all picklist values are added up, the terms are sorted according to their individual total values, and the term with the highest value is the first to be displayed.
- By default, the following values are assigned in the Usage picklist. By default, the values of all other picklist values are set to zero:
- Standard: 2
- Synonym: 1
- Do-not-use term: 0
In this way, standard terms are automatically displayed first, followed by the synonyms. Do-not-use terms are displayed last in the list.
Each picklist value can be categorized as "Normal", "Recommended", or "Do-not-use term". Terms with such a picklist value are labeled with the ("Recommended") or ("Do not use") icon. Usually, the labeling is used for the default picklist "Usage" or similar picklists specifying the use of terms.
By activating the checkboxes in the Default column, you can determine that the picklist values are to be preselected when using the picklist. Other picklist values can be selected by means of the drop-down list.