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31 mag 2016, 05:16

Picklist value based on record type

Hi guys,

I have create a custom picklist field called Type_c in a custom object Section_2_Balance_Sheet_c. The Section_2_Balance_Sheet_c object has 2 Record Types called (a) Income and (b) Expenditure. 

Only some of the Type_c values are relevant to each of the record types. How can I only display the relevant piclist values of Type_c based on the Recordy Type? 
2 risposte
  1. Nachiapphan RY (Brillio LLC)
    31 mag 2016, 05:35
    Hi,

    click setup--> create --> objects --> Section_2_Balance_Sheet_c --> scroll down to "Record Type Section" --> you will find two record type that you have created, click the record type name you want to update the pick list value --> in "Picklists Available for Editing" section you will find Type__c --> click "Edit" ,update the pick list value.

    Thanks.