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How to restrict Pick List values in Salesforce?
How to restrict values in a Picklist based on previous selection.
Eg: The Case Object 's record detail page has a picklist with values A,B,C,D. Initially all 4 options should be visible. Assume, I choose A and save the record. Next time I should have only B,C,D in the picklist.
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2 Replies
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Hi Reji,
As per my knowledge you should use the Field Dependencies on case object:-
- Click Field Dependencies
- Choose a controlling field and dependent field
- 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 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 and the selected controlling value.
- Click Save
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Thanks Piyush,
If I had to restrict the picklist values based on another picklist or a check box, your suggestion is the best way.But in this scenario, the restriction is on the same picklist. In other words, I cannot traverse to options i chose earlier from the pick list.
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