AgileApps Support Wiki Pre Release

Dependent Picklist

From AgileApps Support Wiki
Revision as of 22:44, 2 May 2014 by imported>Aeric (→‎Adding a Dependent Picklist)

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. The value of that field is the triggering value. When that value is present in the record, or when the user selects a value in that GUI, the value determines which options are present in the Dependent Picklist.

For example, suppose you have a request management system for a software application. In that application, you have two major kinds of requests: Software (coding) requests and Documentation requests. A Dependent Picklist could be used to set up a different set choices for each kind of request:

Kind of Request Request Type
Software
  • Bug Fix
  • Feature Request
Documentation
  • Bug Fix
  • New Feature Writeup
  • Enhancement (new documents and improvements)

A single Request Type field can then be used for each kind of request, with an appropriate set of choices for each kind.

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.

To add a dependent picklist:

  1. Create a triggering field and add values to it, where the possible triggering fields are:
  2. Create a new field of type 'Dependent Picklist
  3. Fill in the basic field settings:
    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
    Maximum Storage Length
    __TBD: Include standard size warning__
  4. Click [Save]
  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.

__