Update picklist value and add it in record type using apex

22 Comments / Picklist Value, Salesforce, Tooling API, Uncategorized / By

Legacy Approach

Previously, I used to use Apex Metadata Service (https://andyinthecloud.com/2013/10/27/introduction-to-calling-the-metadata-api-from-apex/); but it requires to import all code for even a small requirement. After, release of Tooling API, I find it lifesaver for such implementation.

Below given approach is with help of Tooling api.

Here is one Salesforce stackexchange question: https://salesforce.stackexchange.com/questions/162390/how-to-update-picklist-values-along-with-record-types-using-metadataservice

New Approach

  • This protoype is achieved using tooling api and workbench
  • Need to refine – remove unwanted metadata in request. If you want to remove then its ok as well.
  • If you just want to update/create picklist field then you will have to just make first HTTP request given below.
  • First http call to add/remove/update picklist value.
  • Second http call to add new value in record type.

First HTTP Call to Update Picklist Field

PATCH

/services/data/v41.0/tooling/sobjects/CustomField/00N540000071QJG


Here is JSON Body that has to be sent as request body in this callout: https://github.com/ayub-ansari/Create-Picklist-Field-Using-Apex/blob/master/FirstHTTPRequestToUpdatePicklistField

Note:

  • Replace Custom field Id with your custom field in above given endpoint.
  • Please copy the request body carefully and replace the picklist field metadata. In the given example, we are updating a picklist field “Competitor__c” on Object “Opportunity”. You will have to replace all values, labels and api names.
  • Optionally, there is a trick to get picklist field metadata as well. You can get that using workbench –> Rest Explorer and hit /services/data/v48.0/tooling/sobjects/CustomField/00N9000000DHfrM where ‘00N9000000DHfrM is existing field with same data type. this call will return json response where you can extract metadata and manipulate as per your requirement.
  • An important note that, if you are just updating picklist value and there is no controlling field then you may face an error – “Cannot deserialize instance of complexvalue from VALUE_NULL value null or request may be missing a required field”. This is coming because attribute “valueSettings” is set to null but actually it should be []. So replace null with []. You will be able to save it.

2nd HTTP Call to Update Record Type to Include New Picklist Values

PATCH

/services/data/v41.0/tooling/sobjects/RecordType/012f20000009x5X

Please find here example of metadata JSON Request Body: https://github.com/ayub-ansari/Create-Picklist-Field-Using-Apex/blob/master/SecondHTTPRequestToUpdateRecordTypes

Note:

  • Replace the record type id with your id in given endpoint.
  • Please copy the request body carefully and replace the picklist field metadata. In the given example and replace the values with your metadata.
  • Optionally, there is a trick to get picklist field metadata as well. You can get that using workbench –> Rest Explorer and hit /services/data/v48.0/tooling/sobjects/RecordType/012f20000009x5X is existing record type. This call will return JSON response where you can extract metadata and manipulate as per your requirement.
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22 thoughts on “Update picklist value and add it in record type using apex”

  1. Ajay

    Hi Ayub,

    Picklist Value creation works fine. But when using get method to retrieve metadata values for a particular record type, it is now showing picklist values. It just shows an empty array.

    I used workbench for executing this Rest API.

    Please let me know how to get picklist values assigned to a record type using tooling api.

    Thanks,
    Ajay

    1. Edwin S Yan

      I have the same issue. I was able to figure out how to update the global value set using the tooling API. However, it does not apply the new value to each recordtypes.
      The UI-APIs is able to pull back the enabled picklists, but it does not allow me to update. Any insights?

  2. Jay Delaune

    For those of us that aren’t coders, can we use this approach but in Salesforce Flows to add a new Picklist Value to a Master List and also to specific Record Types?

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