Overview

A picklist is an input field that enables you to select a predefined option from a drop-down menu. It allows for structured data selection, improving accuracy and consistency across workflows. 

Picklists can be defined in five ways: 

1. Using Variables – Customize options with a defined format for dynamic selection. 

2. Via APIs – Integrate external systems to populate picklist options automatically. 

3. Custom Field – Define custom picklist values specific to the field. 

4. Manually – Manually add and manage picklist values within the system. 

5. By Entity Type – Define picklist options based on specific entity types. 

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Understanding Same Screen Evaluation in Picklists 

Same Screen Evaluation allows for real-time filtering and updating of picklist values based on selections made within the same screen. This is useful when one picklist depends on the selection of another.

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Behaviour of the Same Screen Evaluation for Each Picklist Type

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Picklist Implementation Methods

1. Manual Picklist Implementation:

   • Same Screen Evaluation will work as values are defined upfront on the same screen.

2. Picklist Using API:

   • Same Screen Evaluation will work since values are fetched dynamically.

3. Picklist Using Variables:

   • Same Screen Evaluation will NOT work since the variable does not support dynamic updates within the same screen.

4. Picklist Using Custom Fields:

   • Same Screen Evaluation will work since values are stored in the system.

5. Picklist By Entity Type:

   • Same Screen Evaluation will work, but you must pass values in the filter.

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Best Practices for Same Screen Evaluation 

• Use API-based picklists for real-time data updates. 

• Avoid using variables for picklists that require same-screen evaluation. 

• Use entity filtering for complex, dependent picklists. 

Same Screen Evaluation enhances picklist usability by dynamically updating values based on user selections. While most picklist types support this functionality, picklists using variables do not. By selecting the appropriate method, users can improve data selection efficiency and streamline workflows.

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