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Create Picklists and Picklist Items in the Product Designer
A picklist is an ordered list of values that customers can choose from when buying a product. If an attribute includes predefined values, a picklist represents all available values for that attribute. You can reuse picklists across attributes assigned at the object type level or the product level.
This information is for the Vlocity Product Designer and later. For the Vlocity Product Console, see Create a Picklist in the Product Console.
You must define picklists before creating attributes.
You can create picklists for these data types: text, number, Boolean (True/False), date or datetime.
Example: iPhone picklists
The SmartPhone object has color and storage attributes, but the iPhone 11 has specific options for each. Monique is a product modeler and creates two picklists with the following list items for the iPhone 11. She makes the first option the default for each.
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iPhone 11 Colors — black, white, red, purple, green, and yellow
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iPhone 11 Storage — 64 GB, 128 GB, and 256 GB
Example: Customer Category and Service Type picklists
Energy customers are of different types and need different services. Monique is a product modeler and creates two picklists with the following list items for Energy consumers. She makes the first option the default for each.
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Customer Category — Consumer, Government, Large Enterprise, and Small and Medium Business
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Service Type — Electricity and Gas
Many customers need both electricity and gas, but these are separate products and Order line items.
To create a picklist:
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From the Vlocity Product Designer, click the
button, and select Vlocity Picklists.
- Click New.
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In the New Vlocity Picklist page, enter the following information.
Field
Description
Picklist Name
Enter a name. The name is used at design-time, not runtime. Customers do not see this name.
Code
Enter a unique code that is shown only during design-time. Salesforce recommends PKL_<alphanumeric-value> for the naming convention for attributes.
Example: PKL_BANDWIDTH.
Example: PKL_METERTYPE
Version Label
Enter a value to indicate a new version, such as v1.0.
Use this when the versioning feature is enabled.
Data Type
Enter the type of data for picklist items.
NotePicklist attribute values are stored as text, even if the picklist you select has another Data Type, such as Number. If you use a Picklist attribute in a Set Value or Set Default Value rule, verify that the rule expresses the attribute's data type as text for the Value to Set and in the rule's Expression box.
Description
Enter a description of the picklist, such as its purpose or associated offering.
Lifecycle Status
Track the lifecycle status of a picklist. By default, new picklists or new versions of picklists are set to Draft by default.
Active
Indicate that the picklist is currently in use.
Effective From
Effective Until
Enter a date or date range when the item is effective.
- Click Done.
- Under the Picklist Items heading, click New Picklist Item.
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Enter the following information.
Field
Description
Value
Enter the value of a picklist item. This value must be unique within a picklist.
For example, for a Color picklist, you cannot have one item labeled Silver with a value of Silver and another item labeled Default with a value of Silver. The Default item must either have a different, unique value or be removed.
The data type of this field is set by the picklist data type. The text value is important if the picklist item’s data type is other than text. For example, if the data type is numeric, and the value is 1, the text value is one (or 1 as text).
Code
Enter the unique code (unique within this picklist) for the picklist item.
Label
Enter the item name as it appears on the picklist.
Active
Indicates that the picklist item is in use.
Picklists show only items that are set to Active. In Industries Cart, for example, if a line item has an attribute with a picklist, only the active picklist items are shown. Inactive picklist items are not. Also, batch jobs that use attribute assignments might be affected, such as EPCProductAttribJSONBatchJob which updates the JSONAttribute field on Product2 based on its attribute assignments.
Effective From
Effective Until
Enter a date or date range when the item is effective.
- Click Done.
- Repeat steps 5-7 until you’ve added all your picklist items.
- To modify an existing picklist item, click the Edit icon, change fields, and click Done.
- To change the sequence in which the picklist items display at runtime, drag and drop the picklist items, and click Save Changes.
