Create a picklist to store values for reuse in many objects' fields; for example, use the same set of values globally for priority picklists (Agreement Severity, Account Rating, Order Priority) in different objects. When creating a picklist or multipicklist field for an object, you can specify which picklist to use.

To create a picklist

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Schema Manager.
  3. Use basic search to locate the object you will update. Click the object name to open object details.
  4. Go to the Picklist tab and click Create New Picklist.
  5. Enter a name for the picklist. This value appears in the Picklist Name field when you create a new picklist field for an object.
  6. Enter the display text and default value in the Display Text and Default Value fields. The display text can be anything that identifies the picklist option and will appear in the Default Value field as the default value. The value is the displayed value in the picklist.

  7. Order the picklist entries by entering a value in the Sequence field.

  8. Click the Add PickList Entry link to add more entries.
  9. Click Create.

The picklist entry must have a unique value and sequence.

To update a picklist

  1. Click the More () icon for the relevant picklist from the picklist list and select Edit.
  2. Edit the Display Text and Sequence fields.

  3. Enable or disable the Is Deprecated toggle to deprecate or un-deprecate the picklist entry.

    The system does not allow deprecating picklist values that are used in dependent picklists.

  4. Click the Add PickList Entry link to add more entries.
  5. When you're done adding entries, click Save.

To deprecate a picklist

  1. Choose a picklist from the list and enable its Deprecate toggle.

  2. Click Confirm.

    The system does not allow deprecating picklist values that are used in dependent picklists.