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#Dependent Picklist Relationships0 人がディスカッション中

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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 件の回答
  1. 2024年2月21日 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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We have a client with a set of dependent picklists that is 6 levels. So first choice is Level 1 down to Level 6 choice. 

 

The issue is that the values presented for Level 4 are dependent not only on the Level 3 choice, but the Level 2 choice as well. So the combination of 2 and 3 is really the controller. Any way to set that up in Salesforce?

 

#Sales Cloud #Dependent Picklist Relationships #Dependent Picklists With More Than One Field Controlling

1 件の回答
  1. 2023年11月22日 18:16

    I'm having a hard time wrapping my head around this.  Exactly how many dependedent fields do you have?  Can you list each one of them, from the Top Controlling Field, down to the next Controlled Field, down to the bottom? 

     

    Also, can you post a screenshot of the Field Dependency Value Mappings for each one? 

     

    A Controlled Field can only have 1 Controlling field, if you need more then that you're looking at Custom Code or (maybe) a Screen Flow 

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Should there be any difference when using global picklists in fields that are part of dependent picklist relationships (either as controller or controlled) compared to functionality with non-global picklists? I don't immediately see any mention of a difference, but would love to have confirmation, especially considering others are reporting some issues in this regard.

1 件のコメント
  1. 2016年2月16日 19:33
    @Peter Bender, as of now there should not be. In the Winter release there were limitations that have now been removed. The docs are also updated, so you no longer see mention of this limitation.
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