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      Create a New Picklist

      Creating a new picklist allows you to customize dropdown options for various purposes, such as survey responses or other predefined choices. Follow this tutorial to learn how to create and manage a picklist from your admin dashboard.

      Steps to Create a New Picklist

      1. Access the Admin Dashboard

      1. Log In: Ensure you are logged into your admin dashboard.
      2. Navigate to Setup: Click on the Setup button to access configuration options.

      2. Create a New Picklist

      1. Select Picklists:
        • In the setup menu, find and select Picklists.
      2. Add New Picklist:
        • Click on Add New Picklist to start creating your new list.
      3. Name the Picklist:
        • Provide a descriptive name for your picklist. For example, if you are creating a picklist for survey responses, you might name it Survey Responses.

      3. Define Picklist Options

      1. Enter Options:
        • Add the options you want to include in the picklist. For a survey, you might input:
          • Strongly Agree
          • Agree
          • Neutral
          • Disagree
          • Strongly Disagree
      2. Save Changes:
        • After entering the options, click Save and Exit to save your picklist.

      4. Edit the Picklist (Optional)

      1. Modify Options:
        • If you realize that some options need to be adjusted, such as removing an option, you can deactivate or edit the picklist.
        • For example, if you decide that the "Neutral" option should be removed, deactivate it and click Save.

      5. Note on Custom Picklists

      • Custom vs. System Picklists:
        • This picklist is a custom picklist specific to your instance and not a system default. This means it was created uniquely for your pantrysoft account and tailored to your needs.

      Conclusion

      By following these steps, you can create and customize picklists to fit various requirements in your system. Whether for surveys or other dropdown needs, picklists help standardize data entry and improve user experience. If you need further assistance, reach out to support@pantrysoft.com.