AgileApps Support Wiki Pre Release

Dependent Picklist

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Revision as of 20:48, 2 May 2014 by imported>Aeric (→‎About Dependent Picklists)

A Dependent Picklist provides a list of choices, where the available options are determined by some other value.

About Dependent Picklists

A Dependent Picklist can be based on a set of Radio Buttons or a standard Picklist. When the user selects a value from that list (the triggering value), or when the triggering value is already present in the record, that value determines which options are presented in the dependent picklist.

For example, __TBD__

Learn more: Enumerated Fields

Adding a Dependent Picklist

This is a two-step process; first, create the triggering field (also known as the parent field). Then, for each possible selection in the triggering field, you specify which values appear in the dependent picklist.

  1. Using the instructions in Fields, create a triggering field, add values to a triggering field of typpe:
  2. Create a new field of type 'Dependent Picklist
  3. Fill in the basic field settings:
  4. Click [Save]
    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
  5. In the Enumerated Values section, click [Manage Values] to specify the collection of possible values.
  6. 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.
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. __TBD: huh?__
  • 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.

__TBD: Move these up:

  • 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.

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