How To Create a Picklist Validation

Purpose:

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

Intended Audience:

• Outreach Users

Notes:

• 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

How To Create a Picklist Validation:

1. Access the Outreach Platform.
2. Click the user's initials in the bottom left-corner of the navigation sidebar.
3. Click Validations under the System Config section in the Settings panel.
4. Click Add.
   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.
   Note: 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. 

Additional Resources:

Updating Prospect or Accounts to match Validation Rules