Stephen Stanley - Fix My Picklists

Ever tried to find which pick list values are available by record type for an object? Standard Setup makes you click, click, click to find what you are looking for. This Lightning Component provides the information in a simple to use & understand matrix.

It can be installed from here. Please give it a try and provide a review. As it's my first AppExchange App, I'm keen to hear what you think and of any enhancements you like to see.

Installation Instructions:
Install for System Administrator profile (or if you allow other profiles to view setup, you can specify those profiles as well)
Once installed, open the app picker (the 9 dots) and find the Fix My Picklists App

If you want to grant access to other users you can add it as an Assigned App to the profile or via a permission set.

Note: Any user accessing the app has to have View Setup permission

User Guide:
Once installed, click on the app picker (the 9 dots) and look for Fix My Picklists

The page will display a combobox with all the names (Labels) of objects in your org which have record types. To the left of the combobox there is a toggle which when flipped will show Object API names instead of their names. Once you select an object, a button will appear which if clicked, takes you to the setup page for that object and to the right of that, a new combobox will appear which lists all the picklist fields on the selected object. Field API names or labels will be displayed, depending on the toggle.

Once you have selected an object and a picklist field a matrix of picklist value vs record type will be displayed for the selected field. Valid values are shown with a checkmark. The default value is shown using a bold checkmark in a box. If the combination is not valid, there will be a blank space.

To edit the allowed values for a record type, instead of going through the pain of navigating via setup, just click on the column header for the record type you want to configure. This takes you straight to the setup page where you can configure the field's valid and default values for that record type. Make your changes and save. Note that due to a quirk of Salesforce's setup UI, editing a object's record type's standard picklist field doesn't use a predictable URL but a hidden hardcoded index value. As a result, with standard picklist fields it's not possible to find a reliable way to navigate directly to the configuration edit page. With standard picklist fields, the user is taken to the record type edit page, from where they must select which field they weant to edit

When you return to the matrix, click the refresh button to see the effect of your changes. If you want the page to refresh automatically, then slide the toggle on the right end of the controls and every time to make the tab active, it will refresh the matrix. The auto-refresh is off by default

Admin Guide: Managing any Missing Picklist URL Indices (Version 1.3 onwards)

From V1.3, the FixMyPicklists app uses "Smart Routing" to take you directly to the picklist edit screen. Because Salesforce occasionally changes the internal index numbers for standard fields, this app allows you to update or add your own mappings using Custom Metadata.

How to Find the "Index Number"

If it is necessary to use the "Fallback Link" for a field you use, you can find the correct index yourself in about 30 seconds:

Go to Setup > Object Manager.

Select your Object (e.g., Lead) and click on Record Types.
Select any Record Type
In the list of picklists, find the field you want to map and click [Edit] next to it.
Look at your browser's URL bar. You will see a URL ending in something like this:

.../RecordTypes/012ak000005C83IAAC/9/edit

The number between the Record Type ID and "edit" (in the example above, 9) is your Index Number.

How to Add or Update a Mapping

Once you have the index number, follow these steps to "teach" the app the new route:

Go to Setup and search for Custom Metadata Types.

Click Manage Records next to Picklist URL Index.
To Update: Click Edit next to an existing mapping (e.g., AccountSource), and change the index number to reflect what you found

To Add New: Click New and fill out the fields:

- Label: A friendly name (e.g., LeadIndustryMapping).

- Picklist URL Index Name: (This will auto-fill).
- Object API Name: The API name of the object (e.g., Lead).

- Field API Name: The API name of the field (e.g., Industry).
- Index Number: Enter the number you found in the URL (e.g., 217).

- Active: Ensure this is Checked.
Click Save.

Testing Your Change

Return to the Picklist Matrix tab.

Select the Object and Field you just updated.

The "Fallback Link" should now be replaced by the blue "Edit Field" button.

Click it to verify it lands on the correct page.

Please: If you find a new index for a standard field, please email support@goodcloud.team it can be included in the next global update for all users!

Release notes:

V 1.0 first (private) release

V 1.1 Improved navigation so that clicking a record type name in a column header takes you directly to the available values for the field you are reviewing, saving even more navigation clicks!

V 1.2 Added refresh function which saves having to reselect the object and field in order to see changes made to metadata. Added an auto refresh function which refreshes the matrix when the user returns to the tab containing the matrix. The auto-refresh can be enabled/disabled using a toggle

V 1.3 (Beta 1) Adds multi-select picklists to the available fields to be displayed (not just picklist fields)

Fixes bug where trying to navigate to the setup page opens an invalid URL. Salesforce doesn't use a predictable URL structure for editing standard fields' picklist values with a record type. I could have gone through all the possible standard picklist fields and hardcoded the URL structure but this would be too risky and potentially unreliable. It would also mean that if Salesforce adds a new Object or field, then the component controller would have to be updated. With Standard picklist fields the user is taken to the record type edit page for the selected record type. The user then has to select which picklist field is to be edited

Adds a fixed column header and row label with the matrix scrolling underneath the header and row labels

V 1.3 (Beta 2) Performance and Security Improvements, direct navigation to standard field setup pages. Adds Custom Matadata to define the setup URL for standard picklist fields which can also be changed by users if Salesforce introduces new fields

Isstallation links

Enhancements

Native Session Management: Replaced the legacy Visualforce session workaround with native Lightning Data Service (LDS) reactivity, improving security

Enhanced Setup Navigation: Refactored the "Go to Setup" logic to use the Salesforce FieldDefinition service.

Custom Fields: Now dynamically resolve their internal IDs (00N) for 100% reliable navigation.

Standard Fields: Utilizes a comprehensive new Custom Metadata Mapping to attempt a direct deep-link to the Picklist Edit page.

Smart Fallback & Support Loop: Added a "Fallback Link" in the UI. If a standard field URL index has shifted due to a Salesforce release, or new fields. The fallback link provides a shortcut to the Record Type view.

Help Us Improve: If you find yourself needing to use the "Fallback Link," please email support@goodcloud.team with the Object and Field API names. This helps us update our index mappings in future releases.

Real-Time Data Refresh: The "Refresh" action now utilises refreshApex, allowing for immediate updates to the picklist matrix without requiring a full page reload.

Optimised Performance: Moved field discovery and sorting logic to the database layer (SOQL), reducing Apex CPU consumption and improving load times.

A Note for Subscribers on Upgrading to V 1.3

Upon upgrading, you may notice that some legacy components (such as the SessionHelper Visualforce page) are now marked as (Deprecated). This is a normal part of the transition to our new architecture. These components are no longer active and can be safely ignored.

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