Sunday, November 30, 2014

Dependent Picklists in Salesforce.com

Dependent Picklists in Salesforce

Dependent picklists are used to help your users enter accurate and consistent data. A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.

To set-up a dependent picklist:

  1. Navigate to the fields area of the appropriate object. For this tutorial we’ll use a standard object. 
  2. Go to Setup, click Customize, select the appropriate object, and click Fields.
  3. Click Field Dependencies.
  4. Click New.
  5. Choose a controlling field and dependent field.
  6. Click Continue.


Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.

I recommend you click Preview to test your selections. If your organization uses record types, choose a record type to test how it affects your controlling and dependent picklist values. The record type controls what values are available in the controlling field. The record type and the controlling field together determine what values are available in the dependent picklist. For example, a dependent value is only available if it is available in the selected record type as well as the selected controlling value.

Click Save and you're done!