Global Picklists

Designer > Global Resources > Global Picklists

A Global Picklist is a type of field that contains a list of values, and performs much the same as a Picklist field. The difference is that Global Picklists contain the kind of default values commonly used in all applications. These predefined fields save time and can be used in any object, or modified as needed to meet your unique business needs. See the list of Predefined Global Picklists for more information.

Global Picklists are ideal for common values, such as prefixes / suffixes / state abbreviations, types of products or equipment, or other values that a user must choose from.

Users that have the Customize Objects permission can create or edit a Global Picklist

Compare to Picklist

Create or Edit a Global Picklist

1. Click Designer > Global Resources > Global Picklists

   To Add a Global Picklist, click the [New Global Picklist] button

   To Edit a Global Picklist, click the name of an existing Global Picklist

2. In the Picklist Information section:

   • Name - Name of the Global Picklist
   • Show first value as default - Otherwise, the field has no default value.
   • Sort list alphabetically - Otherwise, fields are displayed in the order you specify.

3. In the Packaging Options section:

   • Specify whether a package installer can add, edit, or delete the Global Picklist.

4. Click [Save].

   The Global Picklist is created.

5. In the Picklist Values section:

   • Click [Add Value] for each item you want to add to the Global Picklist.
     Alphanumeric Characters are allowed, including these special characters: <space> + / ' - _

   • 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 this item is chosen from the list.
   • Use Label for grouping - The specified label becomes a heading in the list, rather than a selectable value
   • Image - Specify an image to display.
   • Show only Image in View mode - Whether to show the image alone, or together with the label.
   • Text color - Foreground color
   • Text background color - Color of the area in which the text is displayed

   • Click [Reorder Values] to specify the order in which they are displayed.

6. When done, click [Save]

Predefined Global Picklists

The following list displays some of the Global Picklists that are available in the platform. These lists are built into the existing applications and can be modified as needed.

• Account Type
• Activity Type (used in Tasks and Appointments)
• Call Type
• Case Status
• Country
• Industry
• Lead Source
• Opportunity Stage
• Project Status
• Salutation
• Task Priority
• Task Status
• US States