Difference between revisions of "Dependent Picklist"
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===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 create the Dependent Picklist. | |||
This is a two-step process; first, create the | |||
#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): | ||
Revision as of 20:33, 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. 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.
- 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.
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