How To Create/Delete a Picklist Validation

Objective

The purpose of this article is to provide direction to Outreach users in adding values to create a picklist in Outreach.

Applies To

• Outreach Users

Before you begin

• Admins can create picklist values either manually, one by one, or in bulk.
• Admins can copy/paste multiple values into Outreach using a line break as the delimiter to save time and reduce data entry errors.
• The following fields are supported for picklists: 
  • Accounts - All custom fields, Industry, Locality, and Type. 
  • Opportunity - All custom fields, Contact Roles, and Type. 
  • Prospect - All custom fields, Region, and State.
  • Prospect Roles - Roles

Procedure

Picklist Validation for Prospects, Accounts & Prospect Roles Fields

1. Access the Outreach Platform.
2. Click on Administration (Gear Icon).
3. Click Validations under Records.
4. Click Add Validation Rule.
   Note: Click an existing picklist to edit or delete. By deleting values from the existing list, the values will no longer appear in the picklist dropdown; however, the existing records containing the delete values will not be retroactively altered when the values are deleted. When a user next modifies the existing record, they will be prompted to select a new valid value at that time.
5. Select the applicable type from the Type dropdown menu.
6. Select the applicable field from the Field dropdown menu.
7. Click Next.
   Note: Validation will remain inaccessible.
8. Input the applicable value in the Enter picklist value field and click Add. Click Add multiple values to input multiple picklist options at once.
9. Click Create.
   The picklist is created and appears as a dropdown menu on each individual prospect and account. 

Delete Picklist Validation for Prospects, Accounts & Prospect Roles Fields

1. Access the Outreach Platform.
2. Click on Administration (Gear Icon).
3. Click Validations under Records.
4. Click on the More Options menu next to the validation you need to delete. 
5. Select Delete from the menu.

Picklist for Validation for Opportunity Fields

1. Access the Outreach Platform.
2. Click on Administration (Gear Icon).
3. Click on Opportunities under Records.
4. Click on Fields configuration tab and then on Add Configuration. Note: When you edit an existing configuration and changing the validation, the existing records containing data that does not match the new validation will not be retroactively altered when the validation is changed. When a user next modifies the existing record, they will be prompted to update the field with a valid and supported value at that time. The outdated data may lead to inaccuracies in filtering and sorting records on the List View pages.
5. Select a field from the Field dropdown menu, which you want to configure.
6. Add a descriptive label for the field, if required.
7. Choose the type as Picklist (Single select) or Picklist (Multi Select) for the field.
8. Input the applicable value in the Values fields. If you want to add more fields in one go, click on “Plain text editor” and paste your values each in a new line. This would automatically make it as a list of values for this picklist.
9. Click Save.
10. The new validation for the selected field is created and appears as a under the Fields Configuration tab for the selected object.

Delete a Picklist Validation for Opportunity Fields

1. Access the Outreach Platform.
2. Click on Administration (Gear Icon).
3. Click on Opportunities under Records.
4. Click on Fields configuration tab.
5. Click on the More options menu next to the Picklist field, if you need “delete” the Validations / data types set on that custom field.
6. Select Delete from the menu.

Additional Information

Updating Prospect or Accounts to match Validation Rules