How to Commit and Deploy Picklist Value Assignments in Record Types

Let’s suppose that you have added a new value in a picklist field and the record type, or that you need to modify the values assigned in the record type. In order to commit and deploy the picklist value assignments in the record types using Copado, you need to commit the following components:

For standard picklist fields (e.g. Case Type):

  • Select the StandardValueSet metadata type and select the CaseType field name. This contains the picklist values.
  • Select the CustomField metadata type and select the Case.Type field name. This contains the field definition.
  • Select the RecordType metadata type and select the record type name. This will commit the field definition, the field’s picklist values and the assignments in the record type.

For custom picklist fields:

  • Select the CustomField metadata type and select the field name. This contains the field definition and the picklist values.
  • Select the RecordType metadata type and select the record type name. This will commit the field definition, the field’s picklist values and the assignments in the record type.

For custom picklist fields with global value set:

  • Select the CustomField metadata type and select the field name. This contains the field definition.
  • Select the GlobalValueSet metadata type and select the global value set used in the picklist field. This contains the picklist values.
  • Select the RecordType metadata type and select the record type name. This will commit the field definition, the field’s picklist values and the assignments in the record type.

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