- Creating & Modifying Picklists
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
NOTE: Make sure you click Save & Close on your picklist before trying to select the values on a record or within other areas of customisation such as templates.
- Creating a Nominal Code Custom Field on Products and Invoice Line Items
- Setting Up New Tab?
- How do I set a default value?
- Using the api to insert custom field data
- How do I get fields to map / transfer from the Sales Leads to other objects created during the sales lead conversion process?
- Options in picklists
- Importing multi-select values - a tip
- How do I amend the list of values in the Campaign picklist?
- How do I add to Products / list of Line items?
- Picklist layouts
- How can I record commission as a percentage on an opportunity, but then use that to calculate the commission's value?
Creating a new Picklist
You can create as many new Picklists as you require but remember that the same Picklist can be used for more than one field so you might be able to reuse an existing one.
To create a new Picklist click Start > Configuration > Customisation > Picklists > New Picklist.
When creating your Picklist, consider the following:
Name - choose a name that gives an indication of what the contents relate to. The name will not be visible to Users but is used when creating a Custom Field to indicate which Picklist to use.
Description - add a description to help further identify what the Picklist is used for. You might, for example, want to include information here on which Custom Fields use this Picklist, which could be helpful if you decide to amend the values in the Picklist as you'll have reminder about which fields use this Picklist.
Unrestricted - if you want Users to be able to type in their own choice of data rather than having to use an option from the Picklist, put a tick in this checkbox. If you want to limit the Users to only the options offered in the Picklist, leave this checkbox empty.
NOTE: If you want to use the Picklist with a MultiSelect field do not allow unrestricted entries.
Click the Add button to start adding values to your Picklist. You can control the order in which the Picklist options are displayed using the values next to Position. Your Picklist values will be shown here in the order in which they'll appear when a User opens the Picklist on a record.
You can remove values from a Picklist using the Delete button on the right-hand side.
When you've made all the changes you require, click Save & Close.
Modifying an Existing Picklist
To modify the selections available in an existing Picklist, simply click on the name of the Picklist and either click Add to create more options or delete to remove existing ones.
NOTE: Whilst you can modify the contents of some system generated Picklists by deleting or adding values, some others (such as Activity Statuses) contain values that cannot be deleted. You cannot alter which Picklist standard system fields utilise.
The values on existing picklists that are used to describe the status of a record can be linked to an Associated Record State of either 'open' or 'closed'. This enables you allocate a value to a record that controls whether or not the record then appears in open or closed views, as well as making reporting on all open or all closed records much easier.