How to Edit a Picklist

Edit a Picklist: Background & Context

As a system administrator, you can add or remove picklist values and also set options by record type. Example: Add an option under primary use of shopping mall for a retail record type, but not for an industrial record type.

**Please note that only a System Administrator has the level of access required to modify page layouts.

 

Edit a Picklist: Step-by-Step Instructions

Navigate to the Picklist

1. Click the gear symbol in the top right-hand corner of the screen >  click Setup to navigate to the setup page.

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2. In the Quick Find box, type ‘Object’ > click Object Manager to navigate to the Object Manager.

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3. Click on the object (Tab) name you want to edit > click on Fields & Relationships. In this example, we are editing the Contact object.

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

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How to Edit an Existing Picklist

5. 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.
 

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Create a New Picklist Value

6.  Under Values> click New to start the process.

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7. 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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8. Label your field, let the Field Name auto-populate, and fill out the remaining fields > click Next to proceed in the process.

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9. Select the appropriate user profiles to access the new field (by default this is set to all) > click Next to proceed. 

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10. Select the appropriate page layouts to display the new field (by default this is set to all) > click Save to save your configurations

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Your picklist is now updated.

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