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Question

Update the options of a picklist field from a custom action

  • August 29, 2025
  • 1 reply
  • 23 views

I need to update the options of a picklist field from a custom action. Is this possible? And if so, what functions could I use to achieve this?

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1 reply

Aayush
Planview Falcons
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  • Community Manager
  • September 22, 2025

Hi Felipe - Yes, it is possible to update the options of a picklist field from a custom action. You can achieve this by using the Data Loader in AdaptiveWork. To add new picklist values, you need to add them under the ExternalId column in your file. If the ExternalId column does not exist, you should add it. After preparing your file, you can use the Custom Actions Data Loader to upload the data. Select the Item Type from the drop-down list, and use the Advanced options to download field descriptions and get all possible fields for the object type. Once your file is ready, upload it, and the data will be verified and updated in AdaptiveWork. 

Here's the article for reference - https://success.planview.com/Planview_AdaptiveWork/Integrations/Add-ins%2F%2FApps/Data_Loader