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I would like to restrict the options available in a picklist on support Cases according to selections made on the Account record.

 

An Idea titled "Dependent picklist across Objects (https://success.salesforce.com/ideaView?id=08730000000Bpn1)"  was posted but closed as it was merged with Global (Universal) Picklists (https://success.salesforce.com/ideaView?id=08730000000BrfBAAS)

 

I've tried out the Global Picklists in a Sandbox, but I can't see how they address the requirement for dependency accross objects.

 

Can someone please point me to information on how this can be done?
1 answer
  1. Jul 12, 2017, 11:41 AM
    Hi John,

     

    ​You can not have dependent picklist accross objects.

     

    What you can do with clicks only is create a validation rule on the Case with an elaborate logic of 'if account's master picklist value is this then case's detail picklist value can be this or that', etc., etc. Validation rules allow you to refernce related objects.
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