I've tried adding multiple single picklists fields labeled 'Sub Type 1', 'Sub Type 2', up to 5, but when reporting found that grouping doesn't work with more than two groups.
I saw an answer to another question that talked about Custom Objects and Master-Detail Relationships but not sure if this is the answer for our issue.
Please can someone help. Thanks.
5 answers
Hi Danni,
From your description, it sounds like you need a separate object to house that information. The object would have 3 fields - Account lookup, and set of dependent picklists - type and subtype. You'd create one record for each subtype
The only caveat would be that you could only report on accounts with subtypes, unless you created joined reports. It's hard to tell from your report, but if you're reporting on accounts with contacts, and are trying to group by account sub-type, you won't be able to accomplish this with the object model.
Try it out in a sandbox to see how it works for you!
