AgileApps Support Wiki Pre Release

Global Picklists

From AgileApps Support Wiki
Revision as of 22:30, 3 June 2011 by imported>Aeric

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.

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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 [Add Global Picklist] button
    To Edit a Global Picklist, click the Name of an existing Global Picklist
  2. In the Picklist Information section, complete the following information:
    Name
    Name of the Global Picklist
    Type
    Choose one of these options:
    Use values as labels
    See instructions at: Use values as labels
    Enumerated
    See instructions at: Enumerated Fields

Use values as labels

  1. Enter the picklist values, each on a separate line
    Show first value as default
    Checked by default
    Sort list alphabetically
    Checked by default
  2. 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