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How to Edit a Picklist (Lightning)

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SummaryAs a system administrator, you can add or remove picklist values and also set options by record type. For example, I may want to have an option under primary use of shopping mall for a retail record type, but not for an industrial record type.
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**Please note that only a System Administrator has the level of access required to modify page layouts.

How to Access Your Picklists

  1. Click the  symbol in the top right hand corner of the screen, then click Setup.

 

  1. In the Quick Find box, type ‘Object’, then click Object Manager.

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  1. Click on the object name you want to edit. In this example, we are editing the Contact object. Click on Fields & Relationships.

fields.gif
 

  1. At Fields & Relationships, scroll to the picklist name to edit, then click on the field name.

edit picklist.gif


 

How to Edit an Existing Picklist

  1. Click Deactivate (under values) and/or Activate (under Inactive Values) to choose what users should see in the Picklist.

NOTE: You also have the option to delete picklist values, but it is not recommended that a picklist value is deleted for historical and data auditing purposes. Deleting it will also remove it from all records where that value resides.
 

activate picklist.gif


 

How to Create a New Picklist Value

  1. Under Values, click New.

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  1. Add new picklist values separated by a carriage return (hitting enter within the text box). Choose the record type page layouts where you want the new picklist values available, and click Save.

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  1. Type in a unique Field Label, fill out the remaining fields, and click Next.

field label.gif
 

  1. Choose which user profiles can access the new field(s), if desired -- by default this is set to all. Then click Next.

field profile.gif
 

  1. Choose which object record types the new field will be displayed on, if desired -- by default this is set to all. Click Save.

field layout.gif
 

Up next: Tenant Rep Pipeline (Lightning)

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