Create a Workspace Picklist

Create a picklist of records from a workspace

1. On the Administration menu, mouse over System Configuration and click Picklist Manager.

2. At the top of Picklist Manager, click Create Picklist.

   The New Picklist page opens with Defined Picklist as the selected Picklist Type (A list of values you define).

3. Select A list of records from a workspace as the Picklist Type.

   

4. Enter a unique name for the picklist (Picklist Name).

   Note:

   The Picklist ID field is automatically populated with the name. If you want a different ID, overwrite the value.

5. Optionally enter a description (Picklist Description)

6. Select the workspace whose records you want to appear in the list.

   

7. To include deleted items in the list, click Show Deleted Items.

   Note:

   Deleted items are marked [DELETED] in the list.

8. Click Save.

Filter by Ownership

This option filters selectable items in the picklist based on ownership or co-ownership. When turned on, the picklist displays only items that a user either owns or co-owns.