Upsert Picklist activity

An activity that creates or changes a custom picklist, if it exists, in AgilePoint NX Data Entities.

Configure the Upsert Picklist activity

To configure the Upsert Picklist activity, do the procedure in this topic.

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 or higher.

Good to Know

Standard (out of the box) picklists can not be changed.
To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Data Entities tab.
On the Data Entities tab, drag the Upsert Picklist activity onto your process.

General Configuration

Specifies the basic settings for the Upsert Picklist activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Upsert Picklist Configuration

Specifies the information to create or change a custom picklist, if it exists, in AgilePoint NX.

Fields

Field Name	Definition
Internal Name	Description: Specifies a unique, technical name to create or change the custom picklist. Allowed Values: One line of text (a string) with no spaces. If you specify the internal name of a picklist that exists in Data Entities, the display name and description of the picklist are changed. If the internal name does not exist, a new picklist is created. After the Internal Name is created, it can not be changed. This value can not be the internal name for a standard picklist. Default Value: None Accepts Variables: Yes
Display Name	Description: Specifies the name that shows for the custom picklist that you create or change. Allowed Values: One line of text that can have spaces. If you specify the display name for a new picklist, the activity creates a new display name. If you specify the display name for a picklist that exists in Data Entities, the activity changes the display name. Default Value: None Accepts Variables: Yes
Description	Description: Specifies an optional text description for the custom picklist that you create or change. Allowed Values: More than one line of text. If you specify the description for a picklist that exists in Data Entities, it changes the description. If you specify the description for a new picklist, it creates the description. Default Value: None Accepts Variables: Yes
Store Picklist ID In This Variable	Description: Specifies the process data variable that stores the ID of a custom picklist you create or change. Allowed Values: A process data variable that accepts an alphanumeric string with no spaces or special characters. Default Value: None Accepts Variables: Yes