Click 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.
Full Answer
How do I create a picklist for a specific profile?
Copy original field "Picklist" for each profile, e.g. "Picklist_Standard_User", "Picklist_Contract_Manager", etc. b. For each profile-specific picklist, only include options desired for that profile.
Can the user with executive role change the stagename picklist to reviewing?
But the user with Executive Role can still change the stageName picklist to reviewing, can someone let me know where am I going wrong, thanks. Your validation rule is set up to prevent changing the StageName__c field away from "Reviewing" or "Required Docs".
How to return the previous value of a picklist field?
When using the ISPICKVAL function to return the previous value of a picklist field, include the PRIORVALUE function inside the ISPICKVAL function as in this example: Hope it helps.
How do I restrict a picklist value for a user 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.
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 change the Restrict picklist values in Salesforce?
Add or Edit Picklist ValuesNavigate to the fields area for your object.In the Custom Fields & Relationships related list, click the name of the picklist field to update.In the Values section, click Edit next to a value.Change the value's name, and optionally make the value the default for the master picklist.More items...
How do I restrict global picklist values in Salesforce?
From Setup, enter Picklist in the Quick Find box, then select Picklist Value Sets.Next to Global Value Sets, click New.Enter a label for the global value set. ... To tell users what these values are for, enter a specific description of the global value set. ... Enter the values, one per line.More items...
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 disable restrict picklist to the values defined in the value set?
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 create a dependent picklist in Salesforce?
Define Dependent PicklistsFrom the management settings for the object you want to add a field to, go to Fields. ... Click Field Dependencies.Click New.Choose a controlling field and dependent field. ... Click Continue.More items...
What is a dependent picklist?
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 use Ispickval in Salesforce?
ISPICKVAL(picklist_field, text_value) returns true if the value of picklist_field matches text_value, and false otherwise. You can combine ISPICKVAL() with PRIORVALUE(). You can use this function in assignment rules, validation rules, field updates, and workflow rules to find the previous value of a field.
What is an unrestricted picklist in Salesforce?
Restricted picklists have a combined active and inactive limit of 1,000 values. Unrestricted picklists have a limit of 1,000 active values, and bound unrestricted picklists have a limit of 4,000 inactive values.
What is a global picklist value set?
A global Picklist value set is a restricted Picklist by nature. Only a Salesforce administrator can add to or modify its values. Each value set can have total 1000 values including both active and inactive and each salesforce org can have 500 global Picklist value sets.
How do I use dependent fields in Salesforce?
Field Dependencies in Salesforce are the filters that allow user to change the contents of a picklist based on the value of another field. Example :- Here there are two field called Country and State. We have to display all states that are related to Country Field. Like wise Districts that are related to States.