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Configuring list values

Updated on May 10, 2021

As a Sales Ops, you can manage the list values used in forms to align them with your business needs. Instead of displaying only the default values in each list or other application objects, you can configure your own list by adding, modifying, or removing values. For example, you can edit departments, management levels, or industries.

Pega Sales Automation Implementation Guide
Note: The system tags the values that you delete as Deprecated in the next available ruleset version. The pxDropDown, pxRadio, and pxAutocomplete UI controls filter out these deprecated values at run time. To display the deleted values, set the FilterDeprecatedFieldValues dynamic system setting to false.
  1. Log in to Pega Sales Automation as a Sales Ops.
  2. In the navigation pane of App Studio, click Preview, and then select click User portal.
  3. In the User portal navigation pane, click ToolsPicklist values.
  4. Enter the class name or press the Down Arrow key to select a class name, for example, Contact.
    Only lists that you configure to be sourced by field values are displayed. For more information, see Field values.
  5. Click Configure field next to the property name that represents the list that you want to modify.
    For example, click Configure field next to the Influence rating.
  6. In the List choices dialog box, modify the list of values by adding, editing, or removing the items.
    For example, to remove the Medium rating from the list, select the value, and then click Delete.

    If you modify a value in this dialog box, the change is visible wherever you use this list.

  7. Click OK.
Result: If you open the Contact page and create or open a contact, in the Influence rating list, the Medium influence rating is no longer present.

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