Difference between revisions of "Dependent Picklist"

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#* [[Picklist]]s
#* [[Picklist]]s
#:
#:
#Create a new field of type '''Dependent Picklist''
#Create a new field of type ''Dependent Picklist''
#:
#:
#Fill in the basic field settings:
#Fill in the basic field settings:
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#:;Maximum Storage Length:
#:;Maximum Storage Length:
#::{{TBD|Include standard size warning}}
#::{{TBD|Include standard size warning}}
#:;xx:
#::Values in a dependent picklist can be sorted alphabetically, but they can't be manually ordered.
#:;xx:
#::It is possible to specify that the first value in the list of values is always the default. Otherwise, there is no default.
#:
#:
#Click '''[Save]'''
#Click '''[Save]'''
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:*A field cannot be deleted if it is the triggering value for a dependent field.
:*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.
:*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.
}}

Revision as of 22:46, 2 May 2014

A Dependent Picklist provides a list of choices, where the available options are determined by some other value.

About Dependent Picklists

A Dependent Picklist can be based on a set of Radio Buttons or a standard Picklist. The value of that field is the triggering value. When that value is present in the record, or when the user selects a value in that GUI, the value determines which options are present in the Dependent Picklist.

For example, suppose you have a request management system for a software application. In that application, you have two major kinds of requests: Software (coding) requests and Documentation requests. A Dependent Picklist could be used to set up a different set choices for each kind of request:

Kind of Request Request Type
Software
  • Bug Fix
  • Feature Request
Documentation
  • Bug Fix
  • New Feature Writeup
  • Enhancement (new documents and improvements)

A single Request Type field can then be used for each kind of request, with an appropriate set of choices for each kind.

Learn more: Enumerated Fields

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.

To add a dependent picklist:

  1. Create a triggering field and add values to it, where the possible triggering fields are:
  2. Create a new field of type Dependent Picklist
  3. Fill in the basic field settings:
    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
    Maximum Storage Length
    __TBD: Include standard size warning__
    xx
    Values in a dependent picklist can be sorted alphabetically, but they can't be manually ordered.
    xx
    It is possible to specify that the first value in the list of values is always the default. Otherwise, there is no default.
  4. Click [Save]
  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.