Define a Dependent Picklist
Specify a dependent picklist and its values for your org.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Available in: All Editions Standard Objects aren’t available in Database.com |
| User Permissions Needed | |
|---|---|
| To define dependent picklists: | Customize Application |
If your org uses record types, make sure that your controlling and dependent picklist values are available in the appropriate record types before you define a dependent picklist.
- From the management settings for the object you want to add a field to, go to Fields. Custom task and event fields are accessible from the object management settings for Activities.
- Click Field Dependencies.
- Click New.
-
Choose a controlling field and dependent field.
Some picklist and checkbox fields aren’t available as controlling fields.
- Click Continue.
- Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.
-
Optionally, click Preview to test your selections. If your org
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’s available in the selected record type and the selected controlling
value.
Note The Filter by Record Type option doesn’t appear in the Preview window for activity custom fields. - Click Save.
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