vtiger510:Feature Picklist Editor
From http://wiki.vtiger.com/archives
| Faq | Howto |
Contents |
Picklist Editor
About
Picklist editor can be used to configure the picklist values in different modules. Picklist editor in vtiger is a role based utility which means that the values for a picklist can vary across role.
How Does it work
Picklist editor is meant to be use-friendly. Create values for your picklist and assign them across roles. The values for a picklist in add/edit/ detailview will be picked up based on your role-selection. vtigerCRM also allows to create new custom picklist fields using Custom Fields. These fields work in the same way as that of other picklist fields.
How to Use It?
Picklist fields are dropdown fields present across many modules in vtiger (for e.g. Lead Source field in Contacts module). These fields can be configured using Picklist Editor. To use Picklist Editor -
- Go to the Settings page and click on the Picklist Editor link (this can be found under the studio block).
- Here select the module for which you want to configure a picklist. To do this click on the select module dropdown.
- Once you select a module, the picklist for the module are displayed in the page automatically.
- Also there is a Select Picklist dropdown, which displays the picklists available for that module. This dropdown can be used to select the picklist field for performing global actions.
- The global action buttons are present next to this dropdown.The global action buttons (add/edit/delete) are used to make changes to the picklist values.
Adding Picklist Values
To add a new value to the picklist -
- Click on the Add button next to the select picklist dropdown.
- This will bring up a popup with the existing picklist values displayed on the left-hand side.
- More values can be added to the picklist into the textarea on the right hand upper side of the popup.
| NOTE:
Multiple values can be added at once on different lines. |
- Once you are done with adding the new entries to the picklist, select role(s) for the picklist values from the right hand lower side multi select box. Click on the Save button to save the new values.
If you don't select any role for the new picklist values, they will be present in the picklist values but not displayed for any role (other than admin).
Editing Picklist Values
To Edit existing picklist values -
- Click on the Edit button next to the select picklist dropdown.
- This will bring up a popup with the existing picklist values in select box.
- Selecting any value here makes it appear in the edit textbox below the existing picklist values selectbox.
- You can edit the value in this textbox .
- Once you are done with the changes, click on the Apply button to save your changes to the picklist.
- Come back to picklist editor then any existing picklist values in the vtiger will be changed to the newer values provided by you.
| NOTE:
It cannot be replaced with the blank value. |
Deleting Picklist values
To Delete existing picklist values -
- Click on the Delete button next to the select picklist dropdown.
- This will bring up a popup with the existing picklist values in multi-select box.
- Select any number of picklist value(s) that you would want to delete and select from replace with button to replace all the values with that name
- Click on the delete button to delete the selected picklist values.
| NOTE:
You should have atleast one value in that picklist editor. |
Assigning Picklist values
You can move the pick List values Order for a single role or set of roles for each pick List for every module,To know more please
Click here
