Difference between revisions of "Global Picklists"
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==Create or Edit a Global Picklist== | ==Create or Edit a Global Picklist== | ||
#Click '''Designer > Global Resources > Global Picklists''' | #Click '''Designer > Global Resources > Global Picklists''' | ||
#:To Add a Global Picklist, click the [ | #:To Add a Global Picklist, click the '''[New Global Picklist]''' button | ||
#:To Edit a Global Picklist, click the | #:To Edit a Global Picklist, click the name of an existing Global Picklist | ||
# | #Fill in the ''Picklist Information'' | ||
# | #:*'''Name''' - Name of the Global Picklist | ||
# | #:*'''Show first value as default''' - Otherwise, the field has no default value. | ||
#: | #:*'''Sort list alphabetically''' - Otherwise, fields are displayed in the order they were entered. | ||
#: | #Specify the ''Packaging Options'' | ||
#:*Determines whether a package installer can add, edit, or delete the Global Picklist. | |||
#Click '''[Add Value]''' for each item in the Global Picklist | |||
#:*[[Alphanumeric Characters]] are allowed, including these special characters <tt> <space> + / ' - _ </tt> | #:*[[Alphanumeric Characters]] are allowed, including these special characters <tt> <space> + / ' - _ </tt> | ||
#Click '''[Save]''' | #Click '''[Save]''' | ||
==Predefined Global Picklists== | ==Predefined Global Picklists== | ||
Revision as of 01:07, 23 July 2011
Designer > Global Resources > Global Picklists
A Global Picklist is a type of field that contains a list of values, and performs much the same as a Picklist field. The difference is that Global Picklists contain the kind of default values commonly used in all applications. These predefined fields save time and can be used in any object, or modified as needed to meet your unique business needs. See the list of Predefined Global Picklists for more information.
Global Picklists are ideal for common values, such as prefixes / suffixes / state abbreviations, types of products or equipment, or other values that a user must choose from.
Users that have the Customize Objects permission can create or edit a Global Picklist
- Compare to Picklist
Create or Edit a Global Picklist
- Click Designer > Global Resources > Global Picklists
- To Add a Global Picklist, click the [New Global Picklist] button
- To Edit a Global Picklist, click the name of an existing Global Picklist
- Fill in the Picklist Information
- Name - Name of the Global Picklist
- Show first value as default - Otherwise, the field has no default value.
- Sort list alphabetically - Otherwise, fields are displayed in the order they were entered.
- Specify the Packaging Options
- Determines whether a package installer can add, edit, or delete the Global Picklist.
- Click [Add Value] for each item in the Global Picklist
- Alphanumeric Characters are allowed, including these special characters <space> + / ' - _
- Click [Save]
Predefined Global Picklists
The following list displays some of the Global Picklists that are available in the platform. These lists are built into the existing applications and can be modified as needed.
- Account Type
- Activity Type (used in Tasks and Appointments)
- Call Type
- Case Status
- Country
- Industry
- Lead Source
- Opportunity Stage
- Project Status
- Salutation
- Task Priority
- Task Status
- US States