Price List & Price List Group Picklists on Account Screens
The Price List and Price List Groups are dropdowns (picklists) on the Student, Agent, Company and Accommodation Account screens.
They are picklists to make them easy to select; (and as they are picklists, they can be related to Currency and Default School if required for multi-schooled installations of Schoolworks).
(please see Lookups vs Picklists )
In reality though, the Price Lists and Price List Groups are related lookup records in those respective objects in Schoolworks.
Instead of selecting these as lookup values on the account record which can be cumbersome - we have them hidden, and instead we have setup the Price List and Price List group as picklists to select them instead.
In the background, when you save or update these, we take these values, and update the actual lookup values on the record.
This means that any changes made to the Price List or Price List Group records have to have a corresponding change to the Picklist values which sit on the Account record configuration in the Setup mode.
(as a side note: we do the same with the Country, Nationality, Passport Country, Language picklists too - they also reference Lookups).
Updating the Price List picklist values
After you create a new Price list record on the Price list object, you will need to go into the Setup mode of Schoolworks and find the Price List picklist on the Account object, and add this new Price List as a new picklist item.
Steps (Salesforce Classic):
Go to Setup (you’ll need Admin permissions)
Customise → Accounts → Fields
Select Price List
In the Values area
New - use to add any new Price List(s) you have created in the Price List object
The new picklist name must match exactly the new Price List Name
Edit - only edit if you have changed the name of its corresponding existing Price List
Deactivate - if you wish to no longer display this Price list in the Price list picklist
Reorder - you may wish to reorder the picklist values
Steps (Salesforce Lightning)
Go to Setup (you’ll need Admin permissions)
Go to the Object Manager and navigate to the Account object.
Select Fields & Relationships and search for the Price List (picklist) field
In the Values area
New - use to add any new Price List(s) you have created in the Price List object
The new picklist name must match exactly the new Price List Name
Edit - only edit if you have changed the name of its corresponding existing Price List
Deactivate - if you wish to no longer display this Price list in the Price list picklist
Reorder - you may wish to reorder the picklist values
Updating the Price List Group picklist values
After you create a new Price List Group record on the Price List Group object, you will need to go into the Setup mode of Schoolworks and find the Price List Group picklist on the Account object, and add this new Price List Group as a new picklist item.
Steps (Salesforce Classic):
Go to Setup (you’ll need Admin permissions)
Customise → Accounts → Fields
Select Price List Group
In the Values area
New - use to add any new Price List Group(s) you have created in the Price List Group object
The new picklist name must match exactly the new Price List Group Name
Edit - only edit if you have changed the name of its corresponding existing Price List
Deactivate - if you wish to no longer display this Price list in the Price list picklist
Reorder - you may wish to reorder the picklist values
Steps (Salesforce Lightning)
Go to Setup (you’ll need Admin permissions)
Go to the Object Manager and navigate to the Account object.
Select Fields & Relationships and search for the Price List Group (picklist) field
In the Values area
New - use to add any new Price List Group(s) you have created in the Price List Group object
The new picklist name must match exactly the new Price List Group Name
Edit - only edit if you have changed the name of its corresponding existing Price List
Deactivate - if you wish to no longer display this Price list in the Price list picklist
Reorder - you may wish to reorder the picklist values
