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Brad SchaeppiBrad Schaeppi 

How do I add values to select in Contact--Record Type Edit--Picklist Values?

I have pre-set choices set, but want to add more.  I see no way of adding on this screen? 
Steve MolisSteve Molis
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Updating Picklists

Available in: All Editions

Standard Objects are not available in Database.com


User Permissions Needed
To change picklists: “Customize Application”

To update any picklist field:

  1. Navigate to the fields page for your object. For example, for account fields, click Your Name | Setup | Customize | Accounts | Fields.

    For custom objects, click Your Name | Setup | Create | Objects, then click the name of an object.

    For Knowledge validation status picklists, click Your Name | Setup | Customize | Knowledge | Validation Statuses.

  2. In the Custom Fields & Relationships related list, click the name of the picklist field you want to update.
  3. In the Picklist Values section, click Edit next to a value.
  4. In the Picklist Edit page, you can change the name of the value and make the value the default for the master picklist. You can also assign a color for use in charts by clicking the button for the chart color picker button. To assign a color dynamically when a chart is generated, click Assign color dynamically.
    Note
    Chart colors aren't available for multi-select picklists, currency picklists, or Task Subject, Event Subject, Knowledge Validation Status, and Opportunity Competitor picklists.
    Tip
    • Some special picklists, such as Task Priority, Stage, or Partner Role, have additional information that you can edit.
    • If you use record types, changing the default value of the master picklist does not affect the default value of the picklist for a record type.
    • For Salesforce CRM Ideas, setting the default value of the Categories or Status picklists does not affect the default value on the Salesforce CRM Ideas pages.
    • If you change the label for a picklist value that is used as a filter criteria on a report, the picklist value is automatically removed from the filter criteria. For example, if your report contains a filter where Lead Source equals Email or Web and you change the picklist value Web to Referral, your report filter will change to Lead Source equals Email. If the changed picklist value was the only value specified for a particular filter, it will continue to show up in your report filters, but an error will display on the report wizard.
  5. Click Save.
Note
If your organization uses the Translation Workbench, notify your translators that the translations may be out of date whenever you change picklist values.



Additional Options for Updating Picklists

Use the following options to edit picklist values.

  • Click Edit next to a value to change the name, make it the default picklist value, assign a color to use on charts, or change additional information.
  • Click Del next to a value to remove it from the picklist.

    Special picklists—such as opportunity Stage, Task Priority, Task Status, Lead Status, and Case Status—may prompt you to map the deleted value to another existing value in all of your organization’s records. You can map the values or leave your existing data unchanged.

  • Click New to add values to the picklist. If you use record types, select any record types that you want to include the new values.
  • Click Reorder to change the sequence of picklist values.
  • Click Replace to change the values of picklist fields in existing records.
  • Click Printable View to open an easy-to-print list of your picklist values.
  • Click Chart Colors and select an option to assign colors to picklist values for use in charts:
    • Assign fixed colors to all values assigns a fixed color to each value from the standard set of chart colors. The Chart Colors column shows the assigned colors. Manually change assigned colors by editing picklist values. For example, if you want Closed Lost values to always show up as red in charts grouped by Opportunity Stage, assign red to that picklist value.
    • Assign colors to values dynamically assigns colors when a chart is generated. The Chart Colors column shows “Assigned dynamically” for all colors. Assign fixed colors by editing picklist values. For example, if you only need certain picklist values to show up as fixed colors in charts, manually assign colors to those values and leave the rest as “Assigned dynamically.”
    Manual assignments are overridden each time you click an option in Chart Colors.
    Note
    Chart colors aren't available for multi-select picklists, currency picklists, or Task Subject, Event Subject, Knowledge Validation Status, and Opportunity Competitor picklists.

For organizations using record types, this picklist is a master picklist. You can include some or all of the values from the master picklist in different record types to offer a subset of values to users based on their profile. For instructions on sharing master picklist values across record types, see Managing Record Types.