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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
#:'''Label -''' The text that appears as the field name
#:;Display Type:Choose '''Pick List''' as the display type
#:'''Display Type -''' ''Picklist''
#:;Use First Value as Default: Otherwise, the field is intially empty.
#:'''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.
#:;Sort List Alphabetically: Otherwie, you manually arrange the order.
#:'''Use First Value as Default -''' Otherwise, the field is intially empty.
#:;Always Required: A selection must be made when adding or updating a record.
#:'''Sort List Alphabetically -''' Otherwise, you manually arrange the order.
#:;Field Name: Automatically created by the system
#:'''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

Picklist.gif

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.

Lock-tiny.gif

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 > 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 - 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)
  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