Knowledge Base

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, which will close the window. Click Config on the line of the new pick list you have created, which will open up a side window -- 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
    
    
  • Use the green circle with a plus sign to add a new pick list item

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, then select the item type you want to add the pick list to, then 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
• Checking Required 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