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How do I create a Picklist to use in a Drop-Down field within the Dynamic User Interface?

Melissa Seccariccia
posted this on August 05, 2011 14:07

There are two ways an administrator can create a picklist for the Dynamic User Interface custom field. The administrator can make the picklist ahead of time and simply choose that picklist when creating the drop down field, or the picklist can be created on-the-fly during the creation of the drop down field. This lesson highlights both options.

Option 1: From the Main Menu

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Select User Interface, then Picklists from the Admin Menu.

Option 1: Picklists Grid

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Select the Add button.

Option 1: Adding a Picklist

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You must first add the name of the new Picklist. Click Save.

Option 1: From the Picklist Grid

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The newly created picklist will be added to the grid. To add picklist values (create the list itself), select the Edit button.

Option 1: Editing Picklist Values

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  1. In the Value field, type the first entry in the Picklist.
  2. To add a second value, click the plus sign and type into the Value field. To continue adding values, repeat these instructions.
  3. To edit or delete a value entry, use the Edit/Delete buttons next to the value.
  4. Once the list is complete, click Save.

Option 2: From the Main Menu

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To create/edit the picklist while creating/editing the Dynamic User Interface, select User Interface, then Designer from the Admin Menu.

Option 2: Dynamic User Interface Designer

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Select the entities for which you intend to create the Dynamic User Interface. In this example, a DUI is being created for Case Evidence. Click Start New Design (1).

Alternatively, you can edit an existing template for the intended entity by clicking the Edit button next to the Template Name (2).

Option 2: From the Toolbox Menu

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Click on the DropDownList and drag it to the appropriate location on the template. (Left click on the DropDownList selection and hold the mouse button down to drag the field to the template. Let go of the mouse button in a location where you wish to place the Drop Down field.)

Option 2: Template Design

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With the Drop Down List highlighted, click on the Properties Tab.

Option 2: Drop Down Properties

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From the Data Source drop down menu, select a Picklist. In this example, the Manufacturer picklist is selected. Click the ellipsis button (denoted by the blue arrow) next to the Picklist Name.

Option 2: Edit Picklist Values

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Similar to the step in option 1, Add, Edit or Delete Picklist Values until the list is complete. Click Save.