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Using picklists

Using picklists

Picklists are used in a variety of ways, e.g. for input in records and for use in search dialogues. A basic distinction is made between expandable (blue background colour) and non-expandable picklists, that only allow the values stored in the list (yellow background colour).
Pucklist examples:

  1. In VA Events
    a) not expandable (yellow): Status, Responsible, Price group
    b) expandable (blue): Occasion, Occasion group, Cost centre
  2. In Adresse Accounts
    a) not expandable (yellow): Responsible, E-invoice profile
    b) expandable (blue): Salutation, Title, Letter salutation

Picklists allow a quick selection of preset values without manual data input. Users with appropriate authorisations can edit and add to these lists.

  • Select a value from the picklist

    Tip: If possible, use picklist values for improved search results and analyses.

    1. Open a picklist in the record.
      Example: Occasion for the event
    2. Left-click to select a suitable value from the picklist.
      Note: The event ocasion picklist is highlighted in blue, i.e. you can also enter individual text in the field.
      If the background colour of the picklist is yellow (e.g. status of the event), no individual values can be entered.
    3. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.
  • Change a picklist in the data record

    Picklists are used by and changed for all Bp Event users, these are not user-specific settings. Be very careful when making changes to these lists.

    1. Open a picklist in the record.
      Example: Occasion for the event
    2. If you have authorisation to change picklists, you can open the list for  editEditing.
    3. Add or change the values in the picklist and separate the individual options with a line break.
      Note: Leave the first line blank (without labelling) if the field may also remain blank (empty) and the top value is not to be pre-assigned by default. Ensure that the list is structured sensibly or sort alphabetically if necessary.
    4. Save your entry by clicking OK.
    5. Click on the picklist again and select the value you have just entered.
    6. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.

    NEW: Picklists in multi-company databasesM can be assigned to specific companies. Read here more