Checking Pick List, List Item and Field Usage

The Check Usage feature helps you understand the relationships that exist between various system attributes (such as forms, expressions, reports, etc.) and pick lists, pick list items and fields. More importantly, viewing usage is a crucial step that should be performed before the deletion or modification of a pick list, list item or field; making a change to field caption, for example, could “break” expressions that were built to rely on the field’s original name.

Prerequisites: The 'Pick List' role function must be enabled.

1. Access the administration page (not shown) used to modify pick lists, pick list values, or fieldsfields.
2. Check the box next to the item for which you would like to view the usage.
3. Click the Check Usage button. The Usage Information dialog opens. Up to four column display:
   1. Field (Pick List or Values only) – the field(s) to which the pick list has been assigned or the values appear.
   2. Object Name – the names of the forms, reports, alerts, etc. that use the pick list, list item or field.
   3. Object Type – type of pick list object (page 1).
   4. Object Type - type of pick list object.
   5. Used-In – what specific attribute of the object is using the object (e.g., visibility, mandatory or scope expression).
4. If desired, click the Export button to save the usage details as an Excel® document.
5. Click Close to return to the previous page.