Working with Picklists

A Picklist is a field that can contain a list of values. It appears as a dropdown list when displayed.

Create a Picklist

1. Click Designer > Data > Objects > {object} > Fields
2. Click [New Field]
3. Provide the information in the sections that follow.

Basic Information

In the Basic Information section, specify the basic characteristics of the field:

1. Label - The text that appears as the field name

   Display Type - Picklist

   Picklist Values - For a simple Picklist that displays the same values it returns with no colors, images, or groups, you can simply enter the values, as shown here:

   

   Otherwise, wait until the Picklist has been created, then Manage and Reorder Values, as described below.

   Maximum Storage Length - The String length of the longest value in the list.

   Use First Value as Default - Otherwise, the field is initially empty.

   Sort List Alphabetically - Otherwise, you manually arrange the order.

   Always Required - A selection must be made when adding or updating a record.

   Field Name - Automatically created by the system (but you can change it here)

Display Attributes

1. In the Display Attributes section, show where the field is displayed in the default form, and whether or not a selection is required when adding or updating a record.

Default Value

In the Default Value section, you can specify a default value.

Learn more: Default Value

In the Role Based Permission Control section, select a Role Based Permission Control for each of the roles in the list

2. In the Description Information section, include a description of the field and it's use. This information is only visible to users with rights to customize this field.
3. Click [Save]
   The field is added, and the field-definition is shown.

Specify a Default Value

Default Value for an Enumerated Field

Manage and Reorder Values

The Enumerated Values section of the field-definition page, lets you specify the picklist values and the order in which they appear.

To specify which values appear:

1. Click [Manage Values]
2. Click the box under the Trash can to remove an item.
3. Click [Add More Rows] to add additional items
4. Click [Save] when done

Settings

• Display Label - The label to display in the list.
• Value - The actual value that is stored in a record (or returned to a program) when the item is chosen from the list. When the field is used to group, sort, or filter records, it is the value of the field that determines the outcome.

Note: Alphanumeric Characters are allowed in labels and values, including special characters (+ / ' - _) and spaces.

Reorder Values

In the Enumerated Values section of the field-definition page, click [Reorder Values] to change the order in which the values appear:

Note: Reordering can be done only when the Sort List Alphabetically option is unchecked.