When I click on New Lead in the Leads navigation and I get the popup to fill out the lead information it is using the assigned page layout for my profile. On the Lead record I have a Lead Status (picklist) field and the values there are what I have assigned, however, when I do New Lead and get the popup, I have a more picklist values.
Question: How do I limit the picklist values in the popup like I would on the record page behind it?
1 commento
@Peter Thompson - How do you use Record Types? When creating a new Lead, the first thing you do is identify the Record Type you want for that Lead. If your picklist values are tied to Record Types then they will set to the Record Type you specify after clicking New Lead.
Setup > Object Manager > Leads > Record Types
https://success.salesforce.com/answers?id=9063A000000pKUgQAM
