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Article

Define a Dependent Picklist

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Summary
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Previous: Create New Custom fields
  1. Navigate to the appropriate object and open the Quick Access Toolbar.
  2. Click View Fields.
  3. Click Field Dependencies.
  4. Click New.
  5. Choose a controlling field and dependent field.
  6. Click Continue.
  7. Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.
    1. The field dependency matrix lets you specify the dependent picklist values that are available when a user selects each controlling field value. The top row of the matrix contains the controlling field values, while the columns list the dependent field values.
    2. Use this matrix to include or exclude values. Included values are available in the dependent picklist when a value in the controlling field is selected. Excluded fields are not available in the dependent picklist for the selected controlling field value.
    3. To include or exclude values:
      1. Double-click values to include them. Included values are indicated with highlighting. Double-click any highlighted values to exclude them.
      2. Click a value and use SHIFT+click on another value to select a range of adjacent values. Then click Include Values to make the values available, or Exclude Values to remove them from the list of available values.
      3. Click a value and use CTRL+click to select multiple values. Then click Include Values to make the values available, or Exclude Values to remove them from the list of available values.
      4. Click a column header to select all the values in that column. Then click Include Values to make the values available, or Exclude Values to remove them from the list of available values.
    4. To change the values in your view:
      1. Click View All to view all available values at once.
      2. Click Go To and choose a controlling value to view all the dependent values in that column.
      3. Click Previous or Next to view the values in columns that are on the previous or next page.
      4. Click View sets of 5 to view 5 columns at a time.
  8. Optionally, click Preview to test your selections. If your organization uses record types, choose a record type to test how it affects your controlling and dependent picklist values. The record type controls what values are available in the controlling field. The record type and the controlling field together determine what values are available in the dependent picklist. For example, a dependent value is only available if it is available in the selected record type as well as the selected controlling value.
  9. Click Save.
  10. If your organization uses record types, make sure that your controlling and dependent picklist values are available in the appropriate record types.
 
Next: Define Field History Tracking

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