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.

Status Picklists

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.

(Activity Statuses, Campaign Statuses, Case Statuses,