Picklist dependency setup offers you a seamless way of selecting only desired values from the picklist fields. You’ll need to set-up dependency between two picklist fields (source and target picklist fields). By selecting a value in source picklist field, you’ll have complete control over the target picklist fields.
For instance, we will consider a real time example. I have two different fields in Contacts Module. Football Team – source field, and Football Players- target field. When a value is selected in Football Team field, only players related to the selected team should be displayed in Football Players field. Now let’s begin.
Configuring Picklist Dependency
Before we set up picklist dependency, we’ll have to specify module, source field, and target field. Entire process is made simple and straight forward.
Follow few simple steps to setup picklist dependency
- Click gear
icon in the top right
- Click CRM Settings
- Click ‘Studio’ drop-down in the left
- Click Picklist Dependency Setup. You can click on
pin icon next to it to add a shortcut to your settings home page
- Select a module, source field, and picklist fields from the dropdown.
- 6. All available values in source picklist field and target field are displayed. You can view all source picklist values in header section.
- 7. Now pick desired target field values under corresponding source field values(headers).
Notes!
Values in blue are selected and values in grey are unselected.
- 8. Click Save
Working
After successfully setting up picklist dependency, you can select a value in source field to view only corresponding values in target field. From the above example, upon selecting a specific team, we should be only able to see players representing that team.
We’ve deployed picklist dependency on fields in Contacts module. In the create view or edit view of a contact record, we will select a value in Football Team field; as a result, appropriate values will be displayed in Football Players field
This gives you the flexibility to explicitly select appropriate values and eliminates the scope for erroneous and inaccurate data.