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Hello everyone,

 

I am trying to find a solution for a request when a value is chosen in a picklist, that creates some kind of text prompt or way for our team to enter additional values regarding their choice. So the use case is when they go to close a store and one of the reasons selected we just need them to then enter additional information. I wasn't sure if we can add a text prompt or a dependent picklist but this is only needed when 1 of the 4 values is selected. Does anyone know if what I'm trying to achieve is possible and the best way to implement this? Thank you

2 answers
  1. Sep 29, 2023, 5:18 PM

    Hi @Austin Glendinning you can use a validation rule, if a specific value from a picklist field is chosen, and close reason field is empty it would block saving the record until there is a close reason value.

     

    The formula would be something like this:

    ISPICKVAL(Picklist_Field__c, 'valueX') && ISBLANK(close_reason__c)

    You'll need to change the field api names according to your names.

     

    And then you would put a error message:

     

    "If valueX is chosen, then a Close Reason needs to be specified." 

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