Changing Picklist Values

You may change picklist data as desired. Changing picklist options does not overwrite any previously saved user data. Once a user has saved a picklist option in a worksheet field, the data remains static. The user can choose to edit the saved option as desired. The following is an example scenario:

  1. User 1 opens a Blue Sheet, navigates to the Strengths field and clicks the picklist button. A picklist appears with options 1, 2, and 3.

  2. User 1 selects option 2 and saves and closes the Blue Sheet.

  3. An Administrator changes the Strengths options to a, b, and c and saves the set. The changes are immediately applied to SAM but will not appear in worksheets that were open at the time of the change. The changes appear the next time a worksheet record is opened.

  4. User 1 opens the Blue Sheet from step 1. The Strengths field displays option 2.

  5. User 1 navigates to the Strengths field and clicks the picklist button. A picklist appears with options a, b, and c.

  6. User 1 selects option a. The Strengths field displays option a in the next available line beneath option 2


     

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