I want to have a picklist field in opportunity dependent on value of a picklist in Account.
Example:
Account field picklist values: New, Old
If selected value is New then Opportunity field picklist values are : a, b, c
If selected value is Old then Opportunity field picklist values are: a, d, e
Is it possible to do and if so then how?
2 个回答
You can't make them 'dependent' since the fields are on different objects. You can create a Validation Rule that checks the selected values of the fields. If this is really critical to your business process, you could look into record types, and define different Opportunity Record types containing the Opportunity picklist values for New and Old, then use a Workflow on Opportunity Create to set the Record Type based on the Account field. The Workflow will only fire after the initial 'save', so the Opportunity picklist field contents wouldn't be changed on the initial Opportunity create screen.
