Permissions: All Operational Data Repository users can export Picklists. Users must have the ODR Configure privilege to manage Picklists.

Picklists can be configured by adding and deleting entries, and custom picklists can be created. These picklists provide the List of Values (LOVs) available when creating or editing a record in one of the panels.

Picklists can be exported to Excel or CSV formats.

The Picklists icon can be found at the top right of the master header.

Add an Item to a Picklist

Items can be added to a picklist using the Picklists icon, or from within a form.

Add an Item to a Picklist Using the Picklist Icon

1. From Operational Data Repository, click the Picklists icon to open the Picklists window.
2. Select the Picklist from the list on the left. Use the scrollbar to see all Picklists or start typing text in the Search field and as you type, Picklists with that text are listed. Notice that any entries for the selected picklist already added display at the right.
   
3. Click the Add Entries button at the top of the window. A new row displays, ready for your entry.
4. Value: Enter a unique name in the Value column. This value will be shown in the picklist drop-down in the form. 

   Important: Duplicate names are not allowed. If you enter a duplicate name an error message displays, and the duplicate name is not saved.

5. Code: Enter the same as the value. In a future release, users will be able to enter code.
6. Click Save. A success message displays. Your new entry is added in alphabetical order. If you do not want to save the new item, click Cancel at the bottom right of the window, the window closes.

Add an Item to a Picklist within a Form

Items can be added directly into a Picklist from within a form. For fields that have a drop-down list of values, a plus sign is available to add an item.

1. From a new / edit form, click the drop-down for a list of values to confirm a new item is needed. 
   
2. Click the Plus Sign next to the drop-down. The Add to Picklist window opens.
   
3. Add your entry, click Enter or Tab.
4. Click OK. The new entry is added to the Picklist.

Edit an Item in the Entries List

1. Click the Picklists icon to open the Picklists window.
2. Select the Picklist from the list on the left.
3. Click in the row of the item in the Entries list you wish to edit.
4. Edit the text.
5. Click Save. A confirmation messages displays.

Note: If a picklist entry is in use, it cannot be deleted. An error message displays that it cannot be removed as it is in use.

Delete an Item from the Entries List

1. Click the Picklists icon to open the Picklists window.
2. Select the Picklist name from which you want to delete an entry.
3. Click the Delete icon next to the entry you want to delete. The row becomes highlighted and the Undelete icon displays. 
   1. To Undelete, click the Undelete icon.
      
      
      
4. Click Save to remove permanently. A success message displays briefly.

Create a Custom Picklist

1. Click the Picklists icon to open the Picklists window.
2. Click on the Add New Picklist button. A new Picklist Name field is available in the left navigation.
3. Picklist Name: Enter the name of the new picklist beginning with 'CP_.'
4. Click the Add Entries button.
   1. Value: Enter a unique name in the Value column. This value will be shown in the picklist drop-down in the form. 

      Important: Duplicate names are not allowed. If you enter a duplicate name an error message displays, and the duplicate name is not saved.

   2. Code: Enter the same as the value. In a future release, users will be able to enter code.
5. Continue adding entries.
6. Click Save. 

All Picklists can be exported to Excel or CSV. The selected format downloads to your computer.

1. From the Picklists window, Click the Export icon at the top right.
2. Select Excel or CSV.

To close the Picklists window click Cancel at the bottom right of the window, or click the X in the top right of the window.

Rename a Custom Picklist

Custom Picklists can be renamed whether they are in use or not; however, renaming them to match an existing Picklist is not allowed.

1. From the Picklists window, hover over the name of the Custom Picklist you wish to rename.
2. Click on the Rename icon.
3. Enter a unique name over the existing name.
4. Click the checkmark.
5. Click Save. A confirmation message displays.

Delete a Custom Picklist

Custom Picklists not in use can be deleted; however, Custom Picklists in use cannot.

1. From the Picklists window, hover over the name of the Custom Picklist you wish to delete.
2. Click on the Delete icon. 
3. In the confirmation window, click Yes to delete (or click no to cancel your action).
4. Click Save. A confirmation message displays.