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Topics#Customer ServiceForrest Muldune's Question
Forrest Muldune (Capital Recovery Advisors) asked in #Customer Service
Jul 1, 2014, 7:19 PM

Create Validation Rule for 2 picklist fields in Custom Object

I have 2 custom picklist fields ( Type__c and Status__c)   in a custom object name Litigation__c. the values for each picklist is listed below.

 

Type__c

 

General

 

Bankruptcy

 

Status__c

 

Active

 

Decision Rendered

 

Dismissed

 

Pre-filing

 

Settled

 

Stayed

 

Closed

 

Terminated

 

I am requesting for a Validation Rule (VR) , when a user selects "Bankruptcy" in the Type__c field  , they will only be able to view and select the values "Active", "Closed", "Terminated", and "Dismissed" in the Status__c field.

 

Regards
3 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Jul 1, 2014, 7:26 PM
    Your best bet to this will be to setup Dependent Picklists [1]. After setting it up, you can make the Picklist required at the Page Layout level[2].

     

    [1]: Dependent Picklists (http://help.salesforce.com/HTViewHelpDoc?id=fields_defining_field_dependencies.htm&language=en_US)

     

    [2]: Making a Field Required at Page Layout level (http://pdespati.wordpress.com/2012/11/15/required/)
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