How to modify values for picklist fields?

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A number of configurations involve selecting a value from a picklist. In this context, JustOn may require a value that is not available in your org, or your business may need to disable some exiting value. In this case, you edit the value picklist for the corresponding field.

Info

Adding or modifying values for picklist fields of an object requires the system permission Customize Application.

1. Navigate to the fields list of the corresponding object.

   In Salesforce Lightning, click to open the Setup menu and select Setup, then open Objects and Fields > Object Manager > Object > Fields and Relationships.

   In Salesforce Classic, open Setup > Build > Customize > Object > Fields for standard Salesforce objects, or, for JustOn objects, open Setup > Build > Create > Objects > Object.

2. Click the name of the picklist field you want to edit.

3. In the Values section, modify the picklist values as necessary.

   To create a new value:

   1. Click New.
   2. Specify the details as required.
   3. Click Save.

   To edit an existing value:

   1. Click Edit in the row of the value to be edited.
   2. Specify the details as required.
   3. Click Save.

   To set a value as default:

   1. Click Edit in the row of the value to be edited.
   2. Select the Default checkbox.
   3. Click Save.

   To deactivate a value:

   1. Click Deactivate in the row of the value to be disabled.

      This moves the value to the Inactive Values section. To reenable the value, click Activate next to it.

      Deactivating a value removes it from the picklist but keeps it on existing records.

   To delete a value:

   1. Click Del in the row of the value to be removed.
   2. Specify a replacement value as required.

   3. Click Save.

      Deleting a value removes it from both the picklist and the records that use it. You are prompted to replace it with either a blank value or another available value.

Info

To translate picklist values, you use the Translation Workbench as explained in Translate Metadata Labels in the Salesforce Help.

Related information:

Add or Edit Picklist Values in the Salesforce Help
Manage Inactive Picklist Values in the Salesforce Help
Managing Object Fields