Picklist Field Values

As we all know picklist is the drop-down field, to choose one value from a set of different options. Joforce Picklist Editor, lets to add new values, edit/ delete the existing values. You can also rearrange the values as well.

Creating custom picklist field in Joforce

Beside the default picklist fields available in Joforce, you can also add custom picklist to any module. To create custom picklist field,

  • Navigate to Profile icon → Settings → Navigate to the Configuration section → Picklist Field Values.

  • Choose the desired module, in the Select Module section.

  • Navigate to the block you need to create a custom picklist field, click on the Add Custom Field .

  • In the create custom field overlay,

    • Select Field Type - Choose Picklist from the dropdown

    • Provide the Label and picklist values

    • Enable the checkbox “Role Based Picklist” to vary the picklist fields across different roles. This can be useful in Assigning roles of Picklist Editor.

    • Add a default value for your picklist.
  • Once done, hit Save.
picklist-field-values

Customizing the picklist values

With the Picklist Editor, you can add new values, modify existing, delete and rearrange the existing picklist values. To customize your picklist values,

  • Navigate to Profile icon → Settings → Navigate to the Configuration section → Picklist Field Values

  • Choose the desired module from the drop down

  • The list of available picklist values for the selected module are displayed in the next menu. Choose one of the values from the drop down of the Select Picklist in (module name)

  • All the available values of the picklist are list in the All Values section,

  • From here you can easily Add, Edit, Delete and Reorder the picklist values.

  • To Add new Picklist Values,

    • Click on the Add Value on the top right of the tabulation

    • In the Add Item to Salutation overlay, provide the name of the picklist value in the Item Value.

    • Choose the role from the Assign to Role to grant your users to access the picklist values. (From custom picklist fields, this option will be enabled only when the Role Based Picklist checkbox is enabled)

    • You can add color to your picklist using the Select option and choose the desired color palette

    • Finally, click on Save.
adding-new-picklist
  • To edit Values,

    • Hover on the desired picklist value. Click on the Edit icon on the right side.

    • Make the necessary changes and hit Save.
  • To delete the existing value,

    • Hover on the appropriate picklist value. Click on the Trash icon on the right corner

    • In the Delete Picklist Items overlay, Choose a value in Replace it with to transfer the responsibilities to another picklist.
  • To rearrange the values,

    • Just drag the values and drop it in the desired position.

    • The changes are saved automatically
  • By this way, you can easily customize your picklist values

Restricting the picklist values based on roles

For all your picklist values, you can easily grant or revoke access to it’s values using Picklist Editor in Joforce.

  • For default Joforce picklist values - The role based assigning option is always enabled.

  • For custom Picklist field - The Role Based Picklist checkbox option should be enabled while creating custom picklist values. If it is disabled, you no longer restrict the access to that picklist field, it will be visible to all your Joforce users.

  • To restrict the access,

    • Go to Profile icon → Settings → Navigate to the Configuration section → Picklist Field Values

    • Choose the desired module Select Module from the drop down

    • The list of available picklist values for the selected module are listed in the next menu. Choose one of the values from the drop down of the Select Picklist in (module name)

    • Navigate to the Values assigned to a role menu.

    • Now choose the Role Name and select the values to be displayed to the selected users in the next menu.
  • Once done, hit Save.
role-based-picklist