Difference between revisions of "Dependent Picklist"
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===About Dependent Picklists=== | ===About Dependent Picklists=== | ||
A Dependent Picklist can be based on a set of [[Radio Buttons]] or a standard [[Picklist]]. | 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|}} | For example, {{TBD|}} | ||
===Adding a Dependent Picklist=== | ===Adding a Dependent Picklist=== | ||
This is a two-step process; first, create the triggering field (also known as the ''parent'' field). Then | 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 new field of any of the following types, add picklist values and save the field (this will be used as the parent field): | ||
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#* Click the '''[Add Associations]''' button. | #* Click the '''[Add Associations]''' button. | ||
#* Choose the Dependent Picklist Values to be associated with each Parent Value. | #* Choose the Dependent Picklist Values to be associated with each Parent Value. | ||
;Considerations: | ;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. | :*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. | :*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. | :*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. | :*It is possible to specify that the first value in the list of values is always the default. Otherwise, there is no default. | ||
}} | |||
<noinclude> | <noinclude> | ||
:''Learn more:'' [[Enumerated Fields]] | :''Learn more:'' [[Enumerated Fields]] | ||
</noinclude> | </noinclude> | ||
Revision as of 20:36, 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.
- 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):
- Radio Buttons
- Picklists
- 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
- Click [Save]
- In the Enumerated Values section, click [Manage Values] to specify the collection of all possible values.
- 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