How to Setup Multi-Select Picklist All Values

OneMerge Multi-Select Picklist Values

This article, OneMerge Multi-Select Picklists’ aims to give step-by-step instructions on how to create Merge Rule fields for a Merge Rule. In this case, the field is a picklist, and the Master Record must retain all values from child records. A picklist field could have multiple selections available, and these values all need appending to the Master Record. The following steps explain how to create a Multi-Select picklist Merge Rule.

Option 1 – Guided Setup Standard and Enterprise Edition

Follow these steps to create a ‘Multi-Select Picklist’ Merge Rule:

  1. From the OneMerge Application Home page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Manage Merge Rulesets, and click the Next button (as shown below).
  3. On the next screen, select Standard Merge Rulesets for Accounts , click Edit the Selected Setting and click the Next button.
  4. On the next screen select Manage Merge Rules, and click the Next button.
  5. The next screen displays a list of the existing Merge Rules for the Salesforce Object, click Manage Merge Rule Fields and the Next button.
  6. On the next screen, click Create New and the Next Button.
  7. On the next screen, enter the Merge Rule Field details, ensure ‘Is Multi-Select Picklist All Values?’ checkbox is ticked and click the Next button (as shown below).
  8. Click on Save, the next screen displays a validation table.

OneMerge Multi-Select Picklists

OneMerge Multi-Select Picklists

The Multi-Select Picklist Merge Rule has been successfully setup. The ‘Is active?’ checkbox must be ticked to activate the Merge Rule.

If you require any further assistance with setting up multi-select picklist values, or anything else regarding OneMerge, please do not hesitate to contact us at hello@onemerge.co.uk.

Article last reviewed: 2024-05-20