Salesforce Docs Portal

Define Picklist Values for an Assessment Indicator Definition

An Assessment Indicator Definition (AID) supports a single-select picklist option. With Assessment Indicator Defined Values (AIDV), you can define the picklist options for a picklist AID. As part of AIDV, you define the picklist option (in the Value field) and the sequence number that determines the order that the options appear in during a visit.

Required Editions

Available in Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled.
User Permissions Needed
To create an assessment indicator defined value:

Lightning Retail Execution Plus

OR

Lightning Retail Execution Starter

OR

Lightning Retail Execution Merchandiser

OR

Lightning Retail Execution Contractor PSL

AND

Industries Visit
  1. From the App Launcher, find and select Assessment Indicator Definition.
  2. On the Related tab, click New on the Assessment Indicator Defined Value (AIDV) section.
  3. Provide the picklist value and sequence number.
    The system auto-populates the Name field for AIDV.
  4. Click Save & New.
  5. Provide a second picklist option and sequence number.
  6. Save your changes. If you want to add more picklist options, click Save & New.

Assessment Indicator Defined Values are saved and associated with the chosen AID.

When you select an AID of type Picklist in RSKPI, you can define the target as an Assessment Indicator Value (AIV) in the Related List of RSKPI. Your users can select one of the picklist options as the actual value in a visit.

See Also