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I am using the Account Contact Relationship object to define the role each contact has with the account. The account can be a record type of Shop Account or Customer Account. Depending on the record type of the Account, only specific values in the roles multi-select picklist field of the related list (Account Contact Relationship) should display:

 

Shop Account: Owner, Manager, Provider

Customer Account: Owner, Driver, Dispatcher

 

What are my options for accomplishing this? For this use case, what is the best option?

 

#Picklist Dependency  #Dependent Picklist Relationships  #Record Types

2 Antworten
  1. 21. Feb. 2024, 20:11

    @Caleb Markovich,

     

    This won't be possible declaratively.

    You will have to opt for custom LWC/Aura component along with an Apex class.

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