Adding Picklist Fields to the Object

Adding picklist fields to the Distributor Application object follows the same process as any other field type, though they have some additional configuration options.

1. Open the Global Menu ( ), go to the Control Panel tab, and click Objects.

2. Begin editing the Distributor Application object and go to the Fields tab.

3. Click Add (), enter these details, and click Save:

   Field	Value
   Label	Business Type
   Field Name	businessType
   Type	Picklist
   Picklist	Business Types
   Mandatory	False
   Mark as State	False

   

4. Add a Distribution Regions field:

   Field	Value
   Label	Distribution Regions
   Field Name	distributionRegions
   Type	Multiselect Picklist
   Picklist	Distribution Regions
   Mandatory	False

5. Add a Business Distribution Channels field:

   Field	Value
   Label	Business Distribution Channels
   Field Name	businessDistributionChannels
   Type	Multiselect Picklist
   Picklist	Distribution Channels
   Mandatory	False

6. Add an Order Types of Interest field:

   Field	Value
   Label	Order Types of Interest
   Field Name	orderTypesOfInterest
   Type	Multiselect Picklist
   Picklist	Order Types
   Mandatory	False

7. Add a Products of Interest field:

   Field	Value
   Label	Products of Interest
   Field Name	productsOfInterest
   Type	Multiselect Picklist
   Picklist	Product Types
   Mandatory	False

8. Add an Estimated Annual Purchase Volume field:

   Field	Value
   Label	Estimated Annual Purchase Volume
   Field Name	estimatedAnnualPurchaseVolume
   Type	Picklist
   Picklist	Annual Purchase Volumes
   Mandatory	False
   Mark as State	False

9. Add a Product Labeling field:

   Field	Value
   Label	Product Labeling
   Field Name	productLabeling
   Type	Picklist
   Picklist	Product Labels
   Mandatory	False
   Mark as State	False

   

When users fill out a distributor application, they can select from predefined options for each field. Delectable Bonsai can then use these data points to assess the value of each business opportunity.

Congratulations! You’ve added all of the fields necessary for the Distributor Application object. Now you can begin designing the object’s form layout and table view.

Next: Adding a Custom Layout and View to Distributor Application