Pick Lists Overview

Pick lists are a powerful way to organize the organization’s standardized allowed metadata to be presented on a submission table. Users are able to select field values from a predetermined list which adds convenience in the submission process and provides consistent metadata values for accurate and cleaner reporting.

For more information about Submissions, please read the Submissions Overview document.

View a Pick List

To view a pick list:

1. Click Settings on the Navigation menu.
   
   
2. Click Pick Lists in the Elements Sub-Navigation menu.
   The Pick Lists page displays.

   You can review the following information about lists from the Pick Lists view:

   • Name
   • Created Date
   • Type
   • Description

   The sort feature is available for all columns. You can sort all columns in ascending or descending order.

Create a Pick List

To create a Pick List:

1. Navigate to the Pick List menu.
   
   
2. Click Add New (blue + icon) to create a new Pick List.
   
   
   
3. Enter the Name of Pick List and Description in the designated fields.
   We recommend entering a description to make it easier to determine the use of the Pick List.
   
   
4. Select which Pick List Type you want to create.
   Options are:
   
   

   Type	Description
   Drop Down	A Drop Down list lets you display a single-column list of values for users to select from. Example: Paid Search Source google bing yandex baidu yahoo
   Dependent	A Dependent list consists of 2 or more columns. The selection of the first column determines the defaulted values in the remaining columns (in other words, the values in columns 2+ are dependent on the user selecting a value from column 1). Example: Social Platform Name, Social Platform Abbreviation Social Platform Name Social Platform Abbreviation facebook FB instagram IG pinterest PT twitter TW snapchat SC
   Drill Down	A Drill Down list defines multiple levels of structured information. As a user makes their selection in column 1, the options presented in column 2 will only display values filtered by the selection in column 1. Each subsequent column is further narrowed by the previous selection. Example: Region, Country, Agency Region Country Agency APAC Australia Agency 1 APAC China Agency 2 APAC China Agency 4 APAC Thailand Agency 3 EMEA England Agency 5 EMEA England Agency 6 EMEA England Agency 7 EMEA France Agency 6 NA Canada Agency 7 NA United States Agency 1 NA United States Agency 5 NA United States Agency 7 A Drill Down pick list represents all possible permutations.

5. It is recommended to rename each column for easy reference (e.g. Column 1=Social Platforms, Column 2=Social Platforms Abbreviation). Right-click the column header to rename the column.
   
   
   
   
6. Click Save.
   
   For more detailed instructions on using each of the pick list types see their respective articles:
   Pick Lists - Drop Down
   Pick Lists - Dependent
   Pick Lists - Drill Down

Duplicate a Pick List

To duplicate a Pick List:

1. Navigate to the Pick List menu.
   
   
2. Click the checkbox to the left of the Pick List to select a list.
   
   
   
   
3. Click Duplicate (green + button) to open the Edit Duplicated Pick List menu.
   
   
4. Edit the Pick List details to your preference.
   
   
5. Click Save.

Edit a Pick List

To edit a Pick List:

1. Navigate to the Pick List menu.
   
   
2. Click the name of the Pick List you want to modify or click the checkbox to the left of the Pick List to select a list. Click the Edit (pencil icon) to open the Edit Pick List menu.
   
   
   
   
3. Edit the Pick List details to your preference.
   
   
4. Click Save.

Delete a Pick List

To delete a Pick List:

1. Navigate to the Pick List menu.
   
   
2. Click the checkbox to the left of the Pick List to select a list.
   
   
   
   
3. Click the Delete (bin icon).
   A confirmation message displays.
   
   
   
   
4. Click Cancel to close the list without deleting it, or click Confirm to proceed and permanently remove the list.

Learn More

• Training in Claravine Academy: About Pick Lists
• Training in Claravine Academy: Drop-Down Pick Lists
• Training in Claravine Academy: Dependent Pick Lists
• Training in Claravine Academy: Drill-Down Pick Lists