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Configure the Grade Field
This field is specific to the Report_Card__c example. (A real-life example might have a Course field as well, but that isn't needed to show how the State Model works.) The default value is I for Incomplete.
To create the Grade__c field for the Report_Card__c object:
- In Setup, in the Object Manager, in the Report_Card__c object, in the Fields & Relationships tab, click New.
- Click Picklist, then click Next.
- Specify the following settings. Leave other settings at their defaults.
Setting
Value
Field Label
Grade
Enter values, with each value separated by a new line
(selected)
(value list)
I
A
B
C
D
F
Use first value as default value
(checked)
Restrict picklist to the values defined in the value set
(checked)
Always require a value in this field in order to save a record
(checked)
- Click Next twice, then click Save.
The needs of your state model determine your next task:
-
If different State Models use different records of the same base object, Configure the Type Field.
-
If field values in related objects determine states, Configure a Lookup Field.
-
For better performance, Define a Field Set.
Then either Add State Model Components to an Existing Record Page or Add State Model Components to a New Record Page.
