Hi community!
Can anyone give me any guidance on how to create a sub-category drop down based on another primary category field. In an opportunity I want to select a main category (custom picklist) and then based on that selection, I want to be able to select a sub-category based on my main category.
Example: Main category has a picklist of either Apples or Oranges
When I select the sub category field, I only want to present the types of Apples or Oranges based on what I select.
Main Category --> Apples Sub Category --> McIntosh Sub Category --> Granny Smith Main Category --> Oranges Sub Category --> Blood Orange Sub Category --> Navel Orange
Hope that makes sense
Hi @Mike Gower, You can take the help of Field Dependencies for your use case. To use it please follow the given steps.
To explain the scenario, I have created two custom picklists in Opportunity Object "Master Picklist" and "Child Picklist" with the following values {Child 1 - 1, Child 1 - 2, Child 1 - 3, Child 2 - 1, Child 2 - 2, Child 2 - 3, Child 3 - 1, Child 3 - 2, Child 3 - 3}. 1. Click on Object Manager then go to Opportunity. 2. Click on Fields & relationships and then click on Field Dependencies.
3. Click on the New button.
4. Choose the master field as the Controlling field and the child field as Dependent Field.
5. Click on Continue.
6. Select the child fields by clicking on them in the corresponding master and then click on Include values.
7. Perform Step 6 for all master picklist values. 8. You can click on the preview to have a preview of it.
9. Once done click on save. and it's done.
I hope, your issue will be resolved with this. Please mark it as the best answer if it does. Please let me know if the problem persists.
Thanks
