Custom Picklists

Custom Picklists are used to populate the Drop-down, Autocomplete and Radio Buttons options when creating forms using the Form Builder functionality.

This article explains how to add a Custom Picklist and use it when creating a new form. It contains the following sections:

Note:

Once added, Custom Picklists can be accessed by navigating to: Administration >> Other >> Picklists >> Custom.
When you add or delete a Custom Picklist, you will need to refresh the screen in order for the changes to be reflected in the navigation and form.

To add a new Custom Picklist:

Navigate to: Administration >> Other >> Picklists >> Add New Custom Picklist

1. Enter a Picklist Name.

2. Select Add New.

3. Enter a Code.

4. Enter a Description.

5. Select a Sort Order.

6. Repeat steps 2-6 for all options you would like in the drop-down / radio buttons field.

7. Select Save.

In order to use a Custom Picklist on a Form:

Navigate to: Administration >> Setup & Security >> Form Builder >> Add New Form / Select a Form

1. Drag and drop either a Drop-down, Autocomplete or Radio Buttons field on to the form.

2. In the Properties, select your Picklist. (If you are using Radio Buttons, you can also select whether to display Horizontal or Vertical)

3. Click Save.