Manage picklists

Learn how to manage your picklists.

Overview

Picklists are lists of predefined values that are available to users to select when using the Skedulo web and mobile apps, for example, when schedulers create a job they can select the category of work from a Job type picklist.

Typical picklist values are provided in Skedulo by default, but many can be customized via the API or directly in the web app by users with the appropriate permissions.

Prerequisites

  • Only users with the Administrator role or users with the following permissions:

    • Custom objects and fields > View picklist vocabulary items
    • Custom objects and fields > Create and modify picklist vocabulary items

  • The user’s role must have access to the picklist management pages in the navigation menu. See the Add picklist pages to the web app navigation menu section below for more details.

Skedulo picklists

The picklists available in the core Skedulo data model are listed below. Many core picklists can be edited through the API, the web app, or both, while others cannot be edited. Custom Skedulo picklists can only be edited via the API. Skedulo for Salesforce picklists, including custom picklists, can also be managed directly in Salesforce.

Picklist Can be edited via web app
Activity types Yes
Attendee cancellation reasons No
Availability types Yes
Job allocation declined reasons Yes
Job allocation notification types No
Job cancellation reasons Yes
Job follow-up reasons Yes
Job types Yes
Job urgency types Yes
Location types Yes
Regions country code No
Resource categories Yes
Resource employment types Yes
Resource notification types No
Resource types No
Tag types Yes
Templated activities types No
Templated job allocation notification types No
Templated jobs types No
Templated jobs urgency types No

Picklists that cannot be changed

The following picklists cannot be modified:

  • Attendee status
  • Availability status
  • Customer confirmation status
  • Job dependency anchor
  • Job status
  • Job time constraint type
  • Offer response
  • Offer status
  • Resource offer status
  • Tag classification
  • User status
  • Working hour type
  • Working hours time period

View picklist values and access functionality to customize them

To view the items that are currently configured for a picklist, do the following steps:

  • In the web app, navigate to Manage > Picklists and then select the picklist to view. The picklist details page displays. From this page, new picklist items can be added and existing items can be deleted.

Add picklist pages to the web app navigation menu

The picklist pages, where items can be managed, can be added to the navigation menu by a user with the required permissions or by an administrator by doing the following steps:

  1. Navigate to Settings > Web app configuration > Navigation menu.
  2. Click Add menu item.
  3. Enter a name for the page as you want it to appear in the navigation menu. For example, “Job cancellation reasons”.
  4. Under Type, select Page.
  5. Click the Destination page drop-down and then select the corresponding picklist to appear under the menu item, for example “Job cancellation reasons”.
  6. Click the Roles with access drop-down and select the roles that must have access to manage the picklist. Note that the roles you choose must have the view and edit vocabularies permissions enabled.
  7. Click Done to add the item to the list and optionally drag and drop within the navigation menu to change where it appears.
  8. Click Save.

Add a picklist item

To add an item to the list of options available in the picklist, do the following steps:

  1. On the picklist details page, click Create new.
  2. Enter a value in the Name field and then click Create. The new value is added to the list in the order they were created (newest last).

Edit a picklist item’s value

Picklist values cannot be edited. If you need to make a change, you will need to delete the item and create a new one with any required changes.

Reorder picklist items

Picklist items cannot be reordered in the Skedulo Pulse Platform. Skedulo for Salesforce administrators can reorder items in picklists in Salesforce.

Delete a picklist item

Picklist items can effectively be deleted using the UI, however, on the back-end they are simply marked as inactive and not actually removed. Details about how this works can be found in the developer documentation.

Delete a single picklist item

To delete a picklist item, do the following steps:

  1. On the picklist details page, click the vertical ellipsis icon Vertical ellipsis button at the end of the item’s row to delete.
  2. Click Delete.
  3. Click Yes, delete to confirm removing the item, or Cancel to return to the list without deleting.

Bulk-delete picklist items

To delete multiple picklist items simultaneously, do the following steps:

  1. On the picklist details page, click one or more checkboxes to the left of the items to delete. A delete option appears at the top of the list.
  2. Click Delete.
  3. Click Yes, delete to confirm removing the item, or Cancel to return to the list without deleting.

Picklist best practices

  • Be conscious of how the values will appear in drop-downs in the web and mobile application UIs, as wrapping, truncation, or distortions may occur depending on where in the applications they appear. Very long values should be avoided.

  • Because of the limitations on editing and reordering items, we recommend carefully planning picklist requirements so that minimal adjustments need to be made.