Picklists Introduction

Picklists are predefined sets of options that can be used in Object fields to provide dropdown selections. They help ensure data consistency and improve user experience by offering standardized choices.

What are Picklists?

Picklists consist of:

Picklist Categories: Groups that organize related picklist items (e.g., "Status", "Priority", "Country")
Picklist Items: Individual options within a category (e.g., "Active", "Inactive", "Pending" within a Status category)

Key Concepts

Picklist Categories

A Picklist Category is a container that groups related options together. Each category has:

Name: Unique identifier for the category (required)
Variant: Category variant - SINGLE_SELECT (single selection) or MULTI_SELECT (multiple selections)
Description: Optional explanation of the category's purpose

Note: The variant determines whether users can select one option or multiple options when the picklist is used in Object fields.

Picklist Items

A Picklist Item is an individual option within a category. Each item has:

Name: Display name shown to users (required)
Status: Active/Inactive state - determines if the item is visible and selectable
Color: Optional color code for visual distinction (hex format: #RRGGBB)
Display Order: Order in which items appear - automatically set by drag and drop positioning in the items table

Use Cases

Picklists are commonly used for:

Status Fields: Active, Inactive, Pending, Completed
Priority Levels: Low, Medium, High, Critical
Country/Region Selection: List of countries or regions
Category Classification: Product categories, document types
Standardized Options: Any field requiring predefined choices

Benefits

Data Consistency: Ensures users select from valid options only
Better UX: Provides clear, searchable dropdown options
Easier Reporting: Standardized values make reporting and analysis easier
Reusability: Same picklist can be used across multiple Objects

Getting Started

Creating Picklists: Learn how to create picklist categories and items

Objects - Learn about custom data models
Field Types - See how picklists are used in Object fields
Resolve Picklist Field - Function to resolve picklist values in workflows

Picklists Introduction

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