AgileApps Support Wiki Pre Release

Dependent Picklist

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Revision as of 20:33, 2 May 2014 by imported>Aeric (→‎Adding a Dependent Picklist)

A Dependent Picklist lets you change the list of available choices, based on some other value.

About Dependent Picklists

A Dependent Picklist can be based on a set of Radio Buttons or a standard Picklist. Some other value in the record (a trigger value) then determines which of those choices are available for the user to select.

For example, __TBD__

Adding a Dependent Picklist

This is a two-step process; first, create the triggering field (also known as the parent field). Then create the Dependent Picklist.

  1. Using the instructions in Fields, create a new field of any of the following types, add picklist values and save the field (this will be used as the parent field):
  2. Using the instructions in Fields, create a new field of type: Dependent Picklist, and enter the following information:
    Label
    The field label that will be displayed
    Display Type
    Dependent Picklist
    Parent Field
    • Select the "parent" field (created in the previous step)
    • Enter the picklist values
    Optionally, modify any of the remaining sections, using the instructions in Fields
  3. Click [Save]
  4. In the Enumerated Values section, click [Manage Values] to specify the collection of all possible values.
  5. In the Dependent Picklist Associations section (at the bottom):
    • Click the [Add Associations] button.
    • Choose the Dependent Picklist Values to be associated with each Parent Value.

Using a Dependent Picklist

Considerations
  • After a dependent field association is created, the Use Label for grouping option cannot be enabled for any of the parent or dependent field values.
  • A field cannot be deleted if it is the triggering value for a dependent field.
  • If the triggering field for a dependent field is changed, a message appears telling you that data will be lost if the change is executed. Confirmation is required to proceed.
  • Values in a dependent picklist can be sorted alphabetically, but they can't be manually ordered.
  • It is possible to specify that the first value in the list of values is always the default. Otherwise, there is no default.
Learn more: Enumerated Fields