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 - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values 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 - Manage Global Picklists in Vtiger

Learn how to configure and manage Global Picklists.
Bindu Rekha Babu
25 Jul, 2020 - Updated 1 year ago


Wouldn’t you love to have the common set of values to the picklist fields in different modules?
For example, a sales rep wants the values of the lead status to appear in the contact status field.
Adding the same values more than once in different areas is a pain. Save time by defining commonly used picklist values as Global Picklist and link them to any module picklist. Global picklist type in Vtiger lets you use the same picklist values in any area.

Required Editions

This feature is available in Starter, Professional and Enterprise editions.

Why do we need Global Picklist?

It’s time-consuming to create the same picklist values in two or more modules manually. As the name says, Global picklist is a picklist type whose values can be used in all modules.

Getting Started

There are two picklist types in Module Layout and Field namely Local and Global. The local picklist is a normal picklist whose values are used for a specific module.

Create Global Picklist

Follow the below steps to create a global picklist.

  1. Click on icon and go to Settings.
  2. Click on Global Picklist under Configuration.
  3. By default, the Country field is added as a Global Picklist.
  4. To add new picklist click on Add Global Picklist button.
  5. Enter the picklist name and the values.
  6. Click on Save button.
    image not found
    image not found

Follow the below steps to add values and link modules.

  1. Click on the  of the desired Global Picklist.
  2. To add values, click on Add Value button under All values tab.
  3. To link modules, go to Linked Picklists tab and click on Link Module button.
    image not found
  4. In the pop-up window, select the module and the picklist field.
    image not found
  5. Click on Save button.

All the values of the linked picklists are included in Global Picklist.
You can also add values from list view of Global Picklist settings.

Country Field as a Global Picklist

This feature is available only for new sign-ups.
The country field was a text field and an independent field. With Global Picklist, the country changed to a global picklist that includes all the 195 countries of the world.

View Countries and states

  1. To view country global picklist, click on the edit icon. You can see all the countries as values.
  2. Click on view states drop-down menu to view the states.
  3. Click on Add States to add a state value.
  4. Enter state code and the state name.
    image not found
  5. Click on the  icon.

Global Picklist in Layout Editor

You can add Global picklist or convert an existing local picklist into a Global picklist.
Click here to know how to add local picklist.

Follow the below steps to add a Global Picklist-

  1. Click on icon and go to Settings.
  2. Click on Module Layouts and Fields under the Module Management tab.
  3. Click on  button.
  4. Select Picklist as the field type.
  5. Enter the label name.
  6. Select picklist type as ‘Global’.
  7. Select an existing global picklist to link its values.
  8. Enter other details and click on Save button.
    image not found

Follow the below steps to convert the existing local picklist-

  1. Click on icon and go to Settings.
  2. Click on Module Layouts and Fields under the Module Management tab.
  3. Click on the  icon of a local picklist.
  4. Change picklist type to ‘Global’.
  5. Select an existing global picklist to link its values.
  6. Click on Save button.
    image not found

You receive an alert message to link the values of the local picklist to Global Picklist, click ‘Yes’ to continue.

Role-based picklists

  1. Create two role-based local picklists in different modules.
  2. Convert role based picklists to Global Picklist.
  3. Open any of the above two picklists in Picklist Values Settings.
  4. Click on values assigned to roles tab.
  5. On removing a value, you receive a message that alerts you to apply the same for other linked modules.
    image not found


You can not disable a Global Picklist if there is a module linked to it.
Deleting a Global Picklist changes the linked picklists to independent picklists.


  1. You can create a maximum of 100 global picklists.
  2. You can link 1000 picklist values to a global picklist.
  3. Adding values to the country picklist is restricted.
  4. You can not add values to a global picklist from layout editor.
Related articles
Settings - Configure Module Settings Settings - Customize Records and Fields for your Business Settings - Working with Picklist Values
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