Samples may be added to user-defined Picklists that facilitate operations on groups of samples such as adding or removing from a freezer, adding to a workflow job, or performing bulk operations. You can add samples to picklists from many places in the application, and create new ones as needed on the fly. Team Picklists can be shared with others.

A user can build a picklist privately, adding and removing samples until the correct set are defined. Samples of different types can be included on the same picklist. The completed list may be kept private or shared with other team members for use when performing other tasks.

Note that picklists are intended as a temporary grouping to support actions like including in a more persistent workflow job or freezer storage. Addition to picklists is not tracked as a timeline action for a sample.

Create New Picklist from Samples

Select the desired samples on a grid and select Manage > Add to Picklist.

In the popup, you will choose a picklist. If no picklists exist, you can click create a new one. Give it a name, optional description, check the box if you want to immediately share it with team members, then click Create Picklist. The selected samples will be added to the new picklist.

You will return to the sample grid, with a banner available if you want to navigate to the new picklist.

Create Empty Picklist

You can also create a new picklist from most places in the application. Select Create > Picklist to see the same popup as if you were creating one while adding samples to it. If you access this option from a grid of samples with samples selected, they will be added to your new picklist as described above. If you access this option without samples selected, you will create an empty picklist, which will be available for adding samples later.

Add Samples to Picklist

The next time you select samples and choose Manage > Add to Picklist, you will see your Picklists available. When the number of picklists is long, you can use the search bar to narrow the list. Click to select the desired picklist. You'll see the existing number of samples already on the list.

Manage Picklists

Select Picklists from the user menu (or from the main menu under Your Items) to manage, add, and edit Picklists.

  • Select Create > Picklist to create a new empty one.
  • The primary My Picklists tab shows the picklists you have created but not shared with your team.
  • Click Team Picklists to see shared ones created by you or other team members.
  • Click the Name of a picklist to open it for review or editing. Learn more about using picklists below.
To delete a picklist, select it here and click Delete.

Refine and Use a Picklist

From the Picklists dashboard, click the name of a picklist to open it in grid form. You will see the samples on the list and have several menus of actions available.

As with other sample grids, you can select individual rows or use the checkbox to select all samples in the picklist.

Blank Picklist Rows

Note that if a sample is added to a picklist, then later deleted from the system (but not removed from the picklist explicitly), it will not be shown on the picklist anymore, but you will see a blank row in the interface.

These blank rows will not impact bulk actions on the picklist or selected subsets of it; the deleted samples will be ignored as expected. If you like, you can select these blank rows and choose Manage > Remove from Picklist to clean up the display. Filtering on "SampleID is blank" will gather all of these rows for easy bulk removal.

Export Picklists

To export a picklist, such as to use as a guide for physically removing samples from the freezer, click the icon above the list of samples in the picklist. If any sample rows are selected, only selected rows will be exported. If no rows (or all rows) are selected, the entire picklist will be exported.

Export formats include:

  • CSV
  • Excel
  • TSV
Note that if you are using Sample Manager within a Premium Edition of LabKey Server, you can export most Sample Manager resources as part of a folder export, but picklists are not included in these folder archive exports.

Team Picklists and Permissions

When the Share this picklist with team members box is checked for a picklist, it will appear for all team members on the Team Picklists tab of the Picklist dashboard.

  • Only the creator of a picklist may edit the name, description, and whether the list is shared with the team.
  • All users with the Reader role in Sample Manager can read a team picklist and export the data for completing tasks.
  • Any user with Editor or Admin permissions may also add or remove samples from team picklists, add picklists to jobs, and use picklists for adding and managing freezer storage of samples.

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