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Picklist

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Revision as of 23:36, 4 March 2011 by imported>Aeric (Text replace - 'Setup > Customize > ' to 'Designer > Data & Presentation > ')
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Picklist.gif

A picklist is a type of field that can contain a list of values. A picklist will appear as a drop-down list of values when used in a Form Layout and a record is added to the object.

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Users that have the Customize Objects permission can add, edit or delete picklists 
Compare to Global Picklist and Dependent Picklist

Create a Picklist

  1. Click Designer > Data & Presentation > Objects > {object} > Fields
  2. Click [New Field]
  3. In the Basic Information section, specify the basic characteristics of the field:
    Label
    The text that appears as the field name
    Display Type
    Choose Pick List as the display type
    Use First Value as Default
    Otherwise, the field is intially empty.
    Sort List Alphabetically
    Otherwie, 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
  4. In the Role Based Permission Control section, select a Role Based Permission Control for each of the roles in the list
  5. 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.
  6. Click [Save]
    The field is added, and the field-definition is shown.

Then, at the bottom of the field-definition page:

  1. Click [Add Value] button to add a new item to the Pick List.
  2. Click [Reorder Values] to change the order in which they appear.

Example Picklists

Agreement
Yes / No
Inspection
Passed / Did not pass
Survey Responses
Very Satisfied / Somewhat Satisfied / Satisfied / Not Satisfied / Not Applicable
List of Items
Fruit / Vegetable / Neither
Genres
Action / Adventure / Comedy / Romance / Documentary / Fantasy / Drama / Western
T-Shirt Size
Extra Small / Small / Medium / Large / Extra Large