Using Picklists

Picklists are lists of values defined in the instance which can be referenced in Foundation or HR objects. A picklist is a configurable set of options from which a user can select, typically in a dropdown menu or smart search list. You can define the picklists used in your system to limit the values a user can enter in a form, preventing them from entering an invalid value. Picklists can also have a parent-child relationship, in which options in the child picklist are associated with options in the parent picklist. These are also called ''cascading picklists''.

For example, when users choose a company car, they might need to select a model from a specific make. Rather than have one exceptionally lengthy list of all the available car models, you want the options in the model picklist to depend on the car make’s selection. If a user chooses Audi as the car maker, they get to choose the model specific to the Audi; if they choose Ford, the model will also be limited to Ford models, and so on.

To do this, you would set up the Car Make picklist as the "parent" and each corresponding Car Model picklist as its "children".

Picklists are managed individually using the Picklist Center or en masse using Import and Export Data.

As an administrator, you can manage picklists using the Picklist Center. To do that, you will need Picklist Management and Picklist Mappings Set Up permissions.