AgileApps Support Wiki Pre Release

Difference between revisions of "Picklist"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 3: Line 3:
{{permissions|Customize Objects|add, edit or delete picklists}}
{{permissions|Customize Objects|add, edit or delete picklists}}


:''Compare to [[Global Picklist]]'' and ''[[Dependent Picklist]]''
:''Compare to:'' [[Global Picklist]], [[Dependent Picklist]]
:''Learn more:'' [[Working with Picklists]]


==Example Picklists==
==Example Picklists==
Line 11: Line 12:
:;List of Items:Fruit / Vegetable / Neither
:;List of Items:Fruit / Vegetable / Neither
:;Genres:Action / Adventure / Comedy / Romance / Documentary / Fantasy / Drama / Western
:;Genres:Action / Adventure / Comedy / Romance / Documentary / Fantasy / Drama / Western
:;T-Shirt Size: Extra Small / Small / Medium / Large / Extra Large Β 
:;T-Shirt Size: Extra Small / Small / Medium / Large / Extra Large
Β 
==Working with a Picklist==
Β 
===Create a Picklist===
Β 
#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 [[#Manage and Reorder Values|Manage Values]] (descrbed below) to specify display text, colors, and images, along with the value returned for each selection.
#:'''Maximum Storage Length -''' The String length of the longest value in the list.
#:'''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 ''Display Attributes'' section, show where the field is displayed in the default form, and whether or not a selection is required when adding or updating a record.
#:
#In the ''Default Value'' section, specify the default value. (In general, the default value will be a simple String. For example: 'rush'.)
#:
#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]'''<br/>The field is added, and the field-definition is shown.
Β 
===Manage and Reorder Values===
In the page that displays the field definition:
#Go to the last section of the page, ''Enumerated Values''.
#:[[File:Picklist_EnumeratedValues.png]]
#Click '''[Manage Values]''' to specify display text, color, images, and grouping labels.
#:[[File:Picklist_ManageValues.png]]
#Click '''[Reorder Values]''' to change the order in which they appear.
#:[[File:Picklist_ReorderValues.png]]
<noinclude>
<noinclude>


[[Category:Glossary]]
[[Category:Glossary]]
</noinclude>
</noinclude>

Revision as of 21:07, 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, Dependent Picklist
Learn more: Working with Picklists

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