Articles in this section
Authenticate Emails with SPF, DKIM, and SenderID Auto-forwarding your emails to Vtiger Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Automation - Multi-path Workflows Automation - Scheduled Workflows Automation - Scheduler Automation - Standard Workflows Automation - Webforms Automation - Workflow Action - Create Event Automation - Workflow Action - Create Records Automation - Workflow Action - Create Task Automation - Workflow Action - Invoke Custom Function Automation - Workflow Action - SMS Task Automation - Workflow Action - Send Mail Automation - Workflow Action - Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Configuration - Maps Configuration - Usage Details Configure Encrypted data fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Customize your self-service portal theme using CSS styles Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Extensions - Extension Store IMAP Configuration - 2-way sync between Vtiger and IMAP providers Inventory - Payments and Subscriptions Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality in Different Scenarios Manage Multiple Currencies Marketing & Sales - Forecast and Quota Settings Marketing & Sales - Pipelines and Stages Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering My Preferences My Preferences - Calendar Settings My Preferences - My Tags My Preferences - Notification Preferences SAML Support in Vtiger CRM Set up Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Unsubscribe your Email User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Websense - Trackers Websense - Widgets Configuration - Storage Guard Adding a local DNS Entry Adding Additional Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Duplicate Prevention in Modules Module Management - Modules Module Management - Module Layouts & Fields

Settings - Working with Picklist Values

Learn how to add picklist values to your modules.
Bindu Rekha Babu
25 Jul, 2020 - Updated 1 year ago


Create custom picklist fields values to let your users select values from drop-down lists that you define. 

Picklist Field Values is a drop-down field with a list of options available, within which, only one option can be selected.

For instance, Lead status in Leads module. Picklist Editor is used to configuring picklist values in different modules. It enables you to add new values, rename, delete or rearrange existing picklist values. Picklist values vary across roles — users under a role can only access picklist values assigned to that role.

Picklist Field Values

Click the icon to watch the video.

Adding a Custom Picklist Field to an existing picklist

Vtiger CRM enables you to create new picklist values in addition to existing values. After the custom picklist value(s) is created, they will be available for selection in respective module.

Follow few simple steps to add new picklist values:

  1. Click  icon in the top right corner of any module.
  2. Click Picklist Field Values and select Add Value
  3. Enter Item Value (New Picklist Value)
  4. Enter Assign to Role value (who can access these values based on Roles)

    alt text

  5. Choose a colour from the colour palette and assign it to a picklist value

  6. Click Save.

The Picklist name is visible in the All Values tab.
Learn how to add a Picklist in a Module! Click here. 


Working with Picklist Fields

You can perform a wide variety of operations on picklist fields like adding new values to existing picklist field, modifying, deleting, rearranging existing values of a picklist field. Additionally, you can also assign roles on selected picklist values.

Follow few simple steps to configure picklist fields:

  1. Click  icon and select Settings
  2. Click Configuration > Picklist Field Values
  3. Customize as per your requirement

Customizing existing Picklist

To customise picklist fields, you’ll need to select desired [Module] from Select Module dropdown (ex: Leads, Contacts, etc.) Consequently, Select Picklist in [Module] dropdown will display all picklist fields available for that module. This drop-down can be used to select the desired picklist field to perform global actions.

alt text

Rearranging picklist values

This feature enables you to modify the sequence of picklist values in a given picklist field. You can rearrange the values according to your requirements.

Follow few simple steps to rearrange picklist values:

  1. Select a module and desired picklist field
  2. Click, drag, and drop desired values

You can also sort the picklist values based on the alphabetical order.
image not found

Editing / Renaming Existing Values

This feature helps you to edit existing picklist values in the selected picklist field. 
Follow few simple steps to rename picklist values:

  1. Select a module and desired picklist field
  2. In the All Values List
  3. Click Edit Button

    alt text

  4. Enter New Name

  5. Click Save

Note! After entering each picklist values, you have to press Enter/Return button to show the end of the current value after which you can either type a new value or click Save.

Deleting Existing Values

This feature helps you to Delete existing picklist values in the selected picklist field.

Follow few simple steps to delete picklist values:

  1. Select a module and desired picklist field
  2. In the All Values List
  3. Click Recycle Button

    alt text

alt text

  1. In the popup Click Delete
  2. Click Save

Adding new picklist to Cases module

You can set Case status and SLA timer behavior for custom case states.

alt text

Assigning values to selected Role(s)

Follow few simple steps to add the picklist to new roles:

  1. Click ‘Values assigned to a role.’
  2. Click ‘Role name’ and select a role
  3. Click in the box and select the role
  4. Click and Save.

    alt text

1. The new item value is added to the Role. Only the users with the assigned can access and use the picklist values.
2. New picklist values updated via webservices are restricted.

Related articles
Settings - Configure Module Settings Settings - Customize Records and Fields for your Business Settings - Manage Global Picklists in Vtiger
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube