Picklist fields allow admins to define structured, selectable values in checklist items. These dropdown or checkbox-based inputs help standardize responses, drive logic-based workflows, and reduce user error. Admins can configure picklists via the Process Builder, tailoring behavior with options such as default values, multi-select, conditional visibility, and rich-text formatting.
Picklist fields offer several advanced configuration capabilities:
Single or Multi-select mode
Conditional visibility of other fields based on selections
Default value pre-filling
Checkbox rendering for picklist
Dynamic value entry (optional)
Alphabetical or custom sort order
Go to Manage > open the relevant process > click the pencil icon to launch Process Builder.
Add a new field and select Field Type: Picklist.
Open the Select Field Settings tab.
Enter values, set visibility conditions, and configure advanced settings.
Admin defines the picklist field via Process Builder.
Once the process is published:
The field appears as a dropdown (or checkbox, if configured).
You can render a picklist field as a checkbox if:
The field has exactly two options (e.g., Yes/No).
Allow multiple values is disabled.
Allow dynamic values is disabled.
Convert to checkbox is enabled.
Checkbox behavior:
The first option in the list becomes the checked (positive) state.
The second option is used when unchecked (negative) state.
Changing the checkbox triggers an update to the picklist field and notifies participants.
Note: If existing picklist fields are reconfigured (e.g., changed from multi-select to single-select), make sure to verify option compatibility before enabling checkbox mode.
Check out that you can use in addition to the existing field settings.
Click Save, then Publish the process to make changes live.
Use/select picklist values in records
All users with checklist access
Trigger dependent fields based on selection
All users (via checklist logic)
Any conditional rules based on the picklist selection are enforced.
Picklist changes are automatically captured in the record's activity log.
If picklist values are edited it doesn’t change retroactively. Any change in picklist values apply on future checklsits. However, conditions on older checklists will break.
Allow multiple values
Enables multi-select checkboxes
Use when multiple responses may apply (e.g., Defect Causes)
Allow users to add values dynamically
Let end users enter new options on the fly
Useful for open-ended input or less rigid processes (often disabled for compliance reasons)
Convert picklist to checkbox
Displays field as checkboxes if two options exist
Ideal for Yes/No fields or Confirmed?/Approved? logic
Sort by
Controls the order of values shown
Alphabetical: easier for long lists; Default: preserve manual order (e.g., priority sequence)
Add/Edit picklist field
Admins only
Set visibility logic
Admins only
Modify options, default values, sort order
Admins only
Placeholder
Text shown when no value is selected
Add instructional context, e.g., “Select status”
Options
List of values available for selection
Define all acceptable inputs, e.g., Yes/No, Red/Yellow/Green