5. Picklists

Objective :
In the previous step, we created a new module with simple list of fields. In this step, we’ll create another module that includes a field containing predefined list of elements called “picklists”. PrimeApps provides default set of picklists (such as “Countries”) out-of-the-box. But you can add new picklists as well.
Time: 5 mins

Our Service Desk app needed 3 modules: We created Customers only. Let’s now create the Technicians module:

  • 1. Go to Model Modules.
  • 2. Click on + New Module.
  • 3. Type in the following:
    • a. Singular Name: Technician
    • b. Plural Name: Technicians
    • c. Select an icon you like.
    • You can leave the rest of the fields untouched.
  • 4. Click Save.

Now you’re ready to define the individual fields for Technicians:

  • 5. Hover over the Name field and click on the pen icon to edit its properties. Type in the following:
    • a. Field name: First Name
  • 6. Click Save.

Similarly, let’s create other fields for Technicians as well:

  • 7. Drag-n-drop Text (Single Line) to create a field named “Last Name”
  • 8. Drag-n-drop Text (Single Line) to create a field named “Phone number”
  • 9. Drag-n-drop E-mail to create a field named “E-mail address”
  • 10. Drag-n-drop Text (Single Line) to create a field named “Position”

Now, we need to create a Department field with the following items: Hardware, Software, Sales, Marketing. In order to this, we first need to create a picklist containing all these items:

  • 11. Go to Model Picklists.
  • 12. Click on + New Picklist.
  • 13. On the Name field, type in “Departments”
  • 14. Click Save.
  • 15. Click on the Departments picklist to edit the list:
  • 16. On the Name field, type in “Hardware”. You can leave the rest of the fields empty. Click Save.
  • 17. Now add “Software”, “Sales”, “Marketing” items.
  • 18. Click Save Sort Order.

We now will use this new picklist in our Technicians module:

  • 19. Go to Model Modules.
  • 20. Click on the module Technicians
  • 21. Drag-n-drop Pick List into the General pane. Type in the following:
    • a. Field name: Department
    • Picklist: Choose our previously created picklist “Department”
  • 22. Click Save.

Your Technicians module is ready to use. Let’s now move to the third module.