You must have Admin Permissions to use this function.
To create a custom pick list, navigate to Pick Lists
under Admin, and click Add Pick List
at the top right of the page. This will open a pop-up.
Enter the name and a description, if desired, and select Save
. The window will close. Click Config
on the line of the new pick list you have created. A side window will open up.
This is where you can add and edit items for the pick list. Click on the green circle on the top right to add an item. This will open a pop-up window.Display
is the name of the item that will display within the pick list.Description
is an optional field to add further details about the item.Value
is a secondary field that can be useful for reporting instead of working with the Display field's user-friendly text.Color
can be assigned with the pick list item. If desired, one color can be used multiple times.
The menu to the top right offers further customization with your pick list items.
Use the pencil
button after highlighting text to edit the item.
Use the flag
to decide what item to make the default. There can only be one default item per pick list.
Use the up and down arrows
to move items higher or lower in the order.
Use the red X
will delete a pick list item, and the green circle with a plus sign to add a new one.
Using custom pick lists in items
After you have finished creating a custom pick list, you can assign it to be used in an item. Navigate to the Item Types
section under the Admin
screen. Select the item type you want to add the pick list to, and click Config
. This will open a side window showing the active fields for the item.
Select Add Field
at the top right to open a pop-up box to add a new field.
Since you are trying to add a custom pick list, select "Custom Fields" as the Field Type. From the drop down, choose Pick List
The Field Label
will display the user-facing name shown, and can be different from the pick list name. Hitting "Tab" after entering the Field Label will automatically fill the Unique Field Name.
Checking Read Only
will prevent users from being able to edit the pick list, with the exception of syncs and APIs.
will make the field required when creating a new item type, or when importing an item through Word, Excel, the API, or any integration sync.Use to Trigger Suspect
will create a suspect link between relationships when the field has been edited. Synchronize
will allow the field to be synchronized across the organization.
Lastly, find the field list you created earlier and select it. You have now created a new field in an item with a custom pick list.
(Originally posted by Janessa Olson)#administration