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Configure Picklist Values for Integrated Application

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Configure Picklist Values for Integrated Application

Some picklist fields on the Integrated Application objects don't have predefined values. Review the fields and add the required values.

Required Editions

View supported product editions.
User Permissions Needed
To create picklist values: Customize Application

Add picklist values for these fields.

Object Field Value
Party Profile Gender Male, Female, Prefer not to say
Citizenship US
Preferred Communication Method Phone, Mail, Email, Text
Ethnicity African / Black, East Asian, South Asian, White / Caucasian, Other
Nationality American, Australian, British, French, German, Indian
Party Financial Asset Type Cash Equivalents, Mutual Funds, Real Estate, Equities
Applicant Role Primary, Mother, Father, Son, Daughter
Application Form Stage Submitted
  1. From the object management settings for an object, go to Fields & Relationships.
  2. Select the picklist field that you want to update.
  3. Select the record of the applicant to assess.
  4. In the Values section, click New.
  5. In the text box, on separate lines, enter the values that you want to add.
  6. Save your changes.
 
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