Updating picklist values

Why update values?

A picklist presents a number of selectable options to the user.

Many picklists delivered as part of Sage People packages can be updated during implementation to contain values matching customer requirements. When a picklist has been updated in this way, it cannot be amended by Sage People as part of a package upgrade - the values entered as part of the customer's configuration are preserved.

Some picklists must contain values defined by Sage People to provide the functionality delivered by a package and to work correctly.

So, when new functionality requires new values in a picklist modified to match customer requirements, the picklist must be manually updated.

How do I update a picklist?

This example tells you how to update the values in two picklists in the Policy object:

  • Manager Objective Permissions
  • Team Member Objective Permissions

Adapt the procedure to update other picklists.

  1. Login as an Administrator.

  2. Select Setup:

    The cursor pointing to Setup link in Salesforce

  3. In Setup, select Object Manager or, in Salesforce Classic interface, select App Setup > Create > Objects.

  4. In the list of Custom Objects, scroll down and select the Label for the Policy object.

  5. On the Custom Object Definition Detail page, scroll down to the list of Custom Fields & Relationships, and select the Field Label for Manager Objective Permissions.

  6. On the Custom Field Definition Detail page for the picklist field, scroll down to the Values Related List.

  7. Check the Values list to make sure the values you are about to add are not already listed.

    • If the new values are present you have nothing to do and you can select Cancel to drop out of the procedure.

  8. If the Values list does not contain the new values, select New:

    Screenshot of the Values section, with the cursor on the New button

  9. On the Add Picklist Values page add the following values in the input field. Make sure each value is on its own line and the values are exactly as given here:

    Edit All

    Edit All and Delete Draft

    Edit and Delete All

  10. Select Save.

    Sage People displays the Custom Field Definition Detail page.

  11. Check the list of Values to make sure it contains the new values exactly as required.

  12. At the top of the page, select Back to Policy:

    The cursor on the Back to Policy ink

  13. On the Custom Object Definition Detail page, scroll down to the list of Custom Fields & Relationships, and select the Field Label for Team Member Objective Permissions.

  14. On the Custom Field Definition Detail page for the picklist field, scroll down to the Values Related List.

  15. Check the Values list to make sure the values you are about to add are not already listed.

    • If the new values are present you have nothing to do and you can select Cancel to drop out of the procedure.

  16. If the Values list does not contain the new values, select New.

  17. On the Add Picklist Values page add the following values in the input field. Make sure each value is on its own line and the values are exactly as given here:

    Edit All

    Edit All and Delete Draft

  18. Select Save.

    Sage People displays the Custom Field Definition Detail page.

  19. Check the list of Values to make sure it contains the new values exactly as required.

To check the new values are present and can be selected on Policies:

  1. Select the Policies tab.
  2. On the Policies Home page, select a Policy Name.
  3. On the Policy Detail page select Edit.
  4. Scroll down to the Objectives section.

  5. Select the Manager Objective Permissions picklist and check the values you added are present:

    Manager Objective Permissions picklist on the Policy page

  6. Select the Team Member Objective Permissions picklist and check the values you added are present:

    Team Member Objective Permissions picklist on the Policy page