Slaesforce FAQ

how to hide picklist values in salesforce

by Fiona Pollich Published 2 years ago Updated 2 years ago
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You can hide specific picklist value through controller and below is the sample code: ------------- Controller Code --------------- Public string propPickValSelected { get; set; } public List<SelectOption> getPickLstValue ()

Jeffrey, the only way to hide picklist values based on Profiles is to use Record Types. Have you looked into it yet? If Record Types seem to be an overkill for hiding picklist values, you could always use a validation rule to prevent Profiles from selecting certain picklist values.Sep 2, 2016

Full Answer

How to manage picklist values in Salesforce?

Manage Picklist Values 1 In Setup, click the Object Manager tab, and then select the object associated with your picklist field. 2 Click Fields & Relationships. 3 Click the picklist’s Field Label to see the field’s detail page.#N#You see your values in the Values related list More ...

How do I keep a picklist value on existing records?

To keep the value on existing records, use Deactivate, instead of Del. Deleting a value in a picklist goes to the background jobs queue. When the job completes, your picklist is updated and you’re notified by email. If you replace a parent value in a controlling picklist, the picklist dependency on that value is lost.

Is it possible to hide picklist value in an opportunity product?

This can be done if there is record type in Opportunity product, but there is no option to create record type. Then hw can we hide that picklist value . Rajesh. Ahh my mistake! I was thinking of Opportunity! yes recordtypes are not available for Opp product. I can suggest you a workaround though.

How do standard picklist fields share values?

Remember, sometimes standard picklist fields share a standard value set. When you change a value in that set, the change also appears in other standard picklist fields that use the same values. For example, the Lead Source and Account Source standard picklist fields share the same value set.

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Can we restrict picklist values in Salesforce?

You can make a custom single-select picklist field into a restricted picklist only if the picklist has fewer than 1,000 values (or entries). You can make a custom multi-select picklist field into a restricted picklist only if the picklist has fewer than 500 values (or entries).

How do I restrict a picklist in Salesforce?

Restricted PicklistsGo to the picklist detail page and select Edit.Select Restrict picklist to the values defined in the value set.Click Save.

How can you control picklist values what users see in Salesforce?

Manage Picklist ValuesIn Setup, click the Object Manager tab, and then select the object associated with your picklist field.Click Fields & Relationships.Click the picklist's Field Label to see the field's detail page. You see your values in the Values related list.

How do you restrict picklist values based on record type in Salesforce?

PiyushClick Field Dependencies.Choose a controlling field and dependent field.Click Continue.Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.Optionally, click Preview to test your selections. ... Click Save.

How do I restrict a picklist?

You cannot uncheck the restriction if the picklist is using a Global value set. A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. You would need to create a new field in order to remove the custom field's connection to a Global value set.

How do I remove picklist values from record types?

Remove a Picklist ValueNavigate to the picklist. For a global picklist value set: From Setup, enter picklist in the Quick Find box, then select Picklist Value Sets. ... Click the picklist name.To remove a value from the picklist, click Del next to the value's name. Decide whether to replace the value or leave it blank.

How do I hide a picklist value from a profile?

Jeffrey, the only way to hide picklist values based on Profiles is to use Record Types. Have you looked into it yet? If Record Types seem to be an overkill for hiding picklist values, you could always use a validation rule to prevent Profiles from selecting certain picklist values.

Why picklist values are not visible Salesforce?

1 Answer. Go to the Record Type settings for the standard and custom objects. Click on the record type and you'll see the "Picklists Available for Editing" section. From there you should be able to add the new picklist values.

What is controlling picklist in Salesforce?

Required Editions A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field . Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.

How do I fix bad value for restricted picklist field?

Remove the default value: PicklistSelect the gear icon | Setup.Click Object Manager.Select the object that contains the picklist.Select Fields and Relationships.Select the picklist field you wish to change.Click Edit for the picklist value that is set as the Default.Deselect the 'Default' checkbox. ... Click Save.

How do I change the default picklist value in Salesforce?

To do this, click on a picklist field and click edit on the values assigned to the picklist. Click edit on value and you will see the default option. Now we can edit any existing picklists or create new ones and set the default value. Hope this helps on your salesforce journey!

How do you write a record type for opportunity?

For opportunity, case, lead, and solution record types, select a business process to associate with the record type. Enter a description. Select Active to activate the record type. Select Make Available next to a profile to make the record type available to users with that profile.

How does deleting a picklist work?

Deleting a value in a picklist goes to the background jobs queue. When the job completes, your picklist is updated and you’re notified by email.

Why is it important to manage picklists?

Good picklist value management saves you time and helps keep the data in your org consistent.

What to do if you use Trailhead in a different language?

If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.

What is dependent picklist?

As we discussed in the previous unit, dependent picklist fields narrow the available values based on a selection in a controlling field. For example, the user selects “nut free” in a controlling field, and only cookie flavors that don’t have nuts show in the dependent picklist field.

What does indexed field mean in Salesforce?

This optimizes report generation, list views, and other requests…sometimes. What makes a good index candidate is pretty advanced. Salesforce automatically analyzes performance and periodically assigns fields to be indexed. You don’t have to think about this while you’re creating picklists, but it can be important later if you’re trying to optimize report or org performance.

Can you delete an inactive value in org?

Active values appear as an option in a picklist. Inactive values don’t, but they’re not entirely removed from your org.

Does a control field have to be a picklist?

The controlling field doesn’t have to be a picklist. It can also be a checkbox.

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