Difference between revisions of "Picklist"

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:''Compare to [[Global Picklist]]'' and ''[[Dependent Picklist]]''
:''Compare to [[Global Picklist]]'' and ''[[Dependent Picklist]]''
==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


==Create a Picklist==
==Create a Picklist==
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#Click '''[Reorder Values]''' to change the order in which they appear.
#Click '''[Reorder Values]''' to change the order in which they appear.
#Click '''[Manage Values]''' to specify display text, color, styles, and images, along with returned values.
#Click '''[Manage Values]''' to specify display text, color, styles, and images, along with returned values.
 
<noinclude>
==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


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

Revision as of 20:40, 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

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

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.
    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)
  4. 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.
  5. In the Default Value section, specify the default value. (In general, the default value will be a simple String. For example: 'rush'.)
  6. In the Role Based Permission Control section, select a Role Based Permission Control for each of the roles in the list
  7. 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.
  8. 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.
  3. Click [Manage Values] to specify display text, color, styles, and images, along with returned values.