Difference between revisions of "Picklist"
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#Click '''[New Field]''' | #Click '''[New Field]''' | ||
#In the Basic Information section, specify the basic characteristics of the field: | #In the Basic Information section, specify the basic characteristics of the field: | ||
#: | #:'''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 or other styling, enter the values here. Otherwise, wait until the Picklist has been created, then choose [[#Manage Values]] to specify display text, colors, and images, along with the value returned for each selection. | ||
#: | #:'''Use First Value as Default -''' Otherwise, the field is intially 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) | |||
#In the Role Based Permission Control section, select a [[Role Based Permission Control]] for each of the roles in the list | #In the Role Based Permission Control section, select a [[Role Based Permission Control]] for each of the roles in the list | ||
#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. | #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. |
Revision as of 20:31, 23 January 2012
A picklist is a type of field that can contain a list of values. A picklist appears as a drop-down list of values when using a Form to add a record to an object.
Users that have the Customize Objects permission can add, edit or delete picklists
- Compare to Global Picklist and Dependent Picklist
Create a Picklist
- Click Designer > Data > Objects > {object} > Fields
- Click [New Field]
- In the Basic Information section, specify the basic characteristics of the field:
- 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 or other styling, enter the values here. Otherwise, wait until the Picklist has been created, then choose #Manage Values to specify display text, colors, and images, along with the value returned for each selection.
- Use First Value as Default - Otherwise, the field is intially 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)
- In the Role Based Permission Control section, select a Role Based Permission Control for each of the roles in the list
- 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.
- Click [Save]
The field is added, and the field-definition is shown.
Then, at the bottom of the field-definition page:
- Click [Add Value] button to add a new item to the Pick List.
- 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