Filter a Workspace Picklist

Control which records appear in a workspace picklist by applying filters to fields in the workspace.

1. On the Administration menu, mouse over System Configuration and click Picklist Manager.

2. In Picklist Manager, click the workspace's Edit link in the Action column of the table.

3. At the bottom of the Picklist page, click Add another filter. Tip: You can apply filters in the same way when you first create the picklist.

4. In the Filter on drop-down list, select the field you want to filter on.

5. In the Filter drop-down list, select the type of filter you want to apply and then enter a value to match on in the text field.

6. Add more filters as needed in the same way. Note: You can delete a value any time by clicking its Delete icon.

7. Click Save.