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Wednesday, October 26, 2022

Salesforce: Field Dependency across Record Type

This is to continue the previous blog Record Type on Creation, the scenario here: for the same user, the list of values for a picklist field configured as a dependent field should be different across record types.

Steps:

1. Set the field as a dependent field



2. Include ALL values of the dependent field in the controlling field, not only for a specific record type



3. Configure the field values available for each record type


4. Done


Now, you should see different available values for each record type for the same field.



Same user, same field, different record type, and different list of values.





1 comment:

  1. This is such a handy tip - I usually create lengthy formula to do this.

    ReplyDelete