11. Create a Dictionary

In addition to the large range of standard fields that the DCM provides for Case, Task, and Party Types, there is also the ability to add new fields of many types. These ‘Custom Fields’ allow a DCM solution to be customized for the unique requirements of each business.

To add a custom field (or Dictionary List) to the DCM solution, a category for that field needs to be created first.

Steps

1. Navigate to Setup → Lists → Dictionaries(1)
   
2. Click on the green plus button 

   

   to add a New Category(2)
   

   

3. Type ‘Employment Types’ for Name.
4. Select the ‘group users’ Icon, set the Color to ‘FFF126’ (an ugly color, I know).
5. Insert. 'Employment Types Dictionary' as Description.
   

   

6. Save it.
7. Select the new category ‘Employment Types’.
   

   

8. Add the Word ‘Professional’ using the plus button beside the Alphabetize button.
   

   

9. Save the new Word.
10. Now we are going to export this list definition. The idea is to modify/add the Word entries right in an Excel file and then upload the file with all the changes.
    This is useful when you need to manage a long list.
    

    

11. Open the recently exported Excel file named ‘Dictionary_EMPLOYMENT_TYPES.xlsx’ and complete it with the following words. You should be able to copy the following table to the Excel file.
    

    Name	Code	Value	Remarks	IsDisabled	ForceHide
    Professional	EMPLOYMENT_TYPES_PROFESSIONAL	Professional		0	0
    Management	EMPLOYMENT_TYPES_MANAGEMENT	Management		0	0
    Self-Employed	EMPLOYMENT_TYPES_SELF_EMPLOYED	Self-Employed		0	0
    Retired	EMPLOYMENT_TYPES_RETIRED	Retired		0	0
    Other	EMPLOYMENT_TYPES_OTHER	Other		0	0

12. Import the updated Excel file containing the new definitions and validate your results with the following image.
    

    

Next Steps

13. Using Child Business Objects in Forms