Customer Forum

Cant get pick lists to appear in records

Kieran Posted: 2017-03-24 11:36

Hi can anybody help? I'm trying to create some pick lists for "organisations" but can't get the picklist to appear in the record after I have created it. I can see it in the list of pick lists but it just doesn't appear in the record?



Sam (Workbooks Online) Posted: Thu, 30.03.2017 - 09:57

Hi Kieran,


Thanks for getting in touch with this.


You will need to add these Picklists to your Organisation Form Layout as a Custom Field.


To do this follow Start > Configuration > Record Types > Organisations > Fields > New Custom Field > Picklist.


From here select the Picklist you would like to use from the "Picklist" option, as well as specifying a Field label. Additionally you can select where you want to put this on your Organisation Form Layout by changing the values in the Positioning and Display order boxes.


These positioning options can be later edited from the form layout tab of "Customise Organisation".


For more information on Picklists or linking fields, please see the page on our Knowledge Base.


Kind regards,