The “Dropdown Editor” option in the Admin menu offers an alternative way to create or edit picklists used in dropdowns or multi-selections. These lists can also be created or edited at the field level via the Studio or Module Creation.
Basics:
A picklist can be used in multiple fields. This is especially recommended if the values need to be transferred from one field to another.
Step-by-Step Guide to Editing or Creating a Picklist:
Step 1: Navigate to “Dropdown Editor”
- Go to the Admin menu in the top navigation bar, navigate to Developer Tools, and select Dropdown Editor.
Step 2: Create a New List
1. Click on Add Dropdown.
2. Assign a name to the list. The name must be alphanumeric and cannot include spaces.
3. Choose the appropriate language. For all language versions, you can assign unique display labels by switching the version via the language dropdown in the same list.
4. Enter individual options. You must specify both an item name and a display label for each option.
- The item name is the value stored in the database. Only alphanumeric values without spaces are allowed here as well.
- The display label is what users see when they are logged into the system.
5. After entering an option, click Add.
6. You can sort the options in ascending or descending order via the sort feature. Sorting is done based on the element name.
7. Click Save at the top to save your list.
To Edit an Existing List:
1. Select an existing list from the overview. Ensure that it is indeed the list you want to modify.
- If you are unsure, it is better to go through the Studio or Module Creation to edit the exact list at the field level.
2. All subsequent steps are the same as those followed when creating a new list.
These functions allow you to manage picklists efficiently and ensure that your fields provide the correct options.