Auto Picklists Type

[BiggePLM]

This Idea kinda is a double edged sword. First the use of picklists, both standard and Workspace Types allows a great deal of control over user input when used to limit what can be entered into fields when completing forms.

But there are times when allowing the user to add a new record to the picklist on the fly is also desirable.

Use case is for say a sales bid log that is used to support a quoting workflow. As the salesman get requests for quotes from various customers it becomes tedious to make it a two step process to enter the bid request in the log.

Step 1, see if the customer exists in the customer workspace, if not add it

Step 2, Add the new bid record using the new customer record.

I have been working on several methods to allow the bid log to get entered and use scripting to validate and add the new customer record to the customer workspace. This works but is clunky in that you have extra fields in the bid log that make editing the record clumsy.

It would be nice to have a feature that would allow for new records to get added to the connected workspace if they did not exist.

Not sure the best way to approach this and would guess that scripting would need to be involved. But the basic idea:

if when entering/editing the record that has a workspace based picklist, if the value entered does not exist in the pciklist workspace.

1. Have an Option to add the record, either

      a) Similarly to adding linked items records through a pop up   or

      b) Through a checkbox or some other scripting validation to verify or prompt the user they are about to add the new record

Thoughts from the Community

Bob Donovan

[nguyentru]

Hi Bob,

This is interesting request.  The reason why you have a picklist, it is to prevent the users from typing random information and create multiple reords for the same customer.  On the other hand you want to allow the users to create a new record if not on the picklist.

We will review this request.

thanks,

Trung

[benderk]

Thank you for submitting your idea. Have you tried the Modern Interface lately? We request that you review your idea in the context of the Modern interface. If your idea is not addressed, we invite you to create a new Idea in the context of Modern so that it can be addressed accordingly. Sincerely, Keri Bender | Global GTM Business Strategy Manager, Product Lifecycle Management