Difference between revisions of "Dependent Picklist"

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This is a two-step process; first, create the triggering field (also known as the ''parent'' field). Then, for each possible selection in the triggering field, you specify which values appear in the dependent picklist.
This is a two-step process; first, create the triggering field (also known as the ''parent'' field). Then, for each possible selection in the triggering field, you specify which values appear in the dependent picklist.


#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):
#Using the instructions in [[Fields]], create a triggering field, add values to a triggering field of typpe:
#*Radio Buttons
#* [[Radio Buttons]]
#*[[Picklist]]s
#*[[Picklist]]s
#Using the instructions in [[Fields]], create a new field of type: Dependent Picklist, and enter the following information:
#Create a new field of type '''Dependent Picklist''
#Fill in the basic field settings:
#Click '''[Save]'''
#:;Label:The field label that will be displayed
#:;Label:The field label that will be displayed
#:;Display Type:Dependent Picklist
#:;Display Type:Dependent Picklist
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#::*Select the "parent" field (created in the previous step)
#::*Select the "parent" field (created in the previous step)
#::*Enter the picklist values
#::*Enter the picklist values
#:Optionally, modify any of the remaining sections, using the instructions in [[Fields]]
#Click '''[Save]'''
#:
#:
#In the Enumerated Values section, click '''[Manage Values]''' to specify the collection of all possible values.
#In the Enumerated Values section, click '''[Manage Values]''' to specify the collection of possible values.
#:
#:
#In the Dependent Picklist Associations section (at the bottom):
#In the Dependent Picklist Associations section (at the bottom):

Revision as of 20:41, 2 May 2014

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. When the user selects a value from that list (the triggering value), that choice determines which values are present in the dependent picklist.

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, for each possible selection in the triggering field, you specify which values appear in the dependent picklist.

  1. Using the instructions in Fields, create a triggering field, add values to a triggering field of typpe:
  2. Create a new field of type 'Dependent Picklist
  3. Fill in the basic field settings:
  4. Click [Save]
    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
  5. In the Enumerated Values section, click [Manage Values] to specify the collection of possible values.
  6. 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.
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. __TBD: huh?__
  • 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.

__TBD: Move these up:

  • 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