To create a dependent picklist, you must define a relationship between two fields: a Controlling field (which determines the options) and a Dependent field (which filters based on the selection).
Step 1: Prerequisites
- Both fields must already exist.
- Controlling Fields: Can be a Checkbox or a Standard/Custom Picklist.
- Dependent Fields: Must be a Custom Picklist or a Multi-Select Picklist.
Step 2: Implementation Steps
- Navigate to Setup > Object Manager.
- Select the Object where the fields reside (e.g., Account or Case).
- Click Fields & Relationships.
4. Click the Field Dependencies button at the top of the list.
5. Click New.
6. Select your Controlling Field and your Dependent Field from the dropdown menus.
7. Click Continue.
Step 3: Defining the Field Dependency Matrix
- A table (Matrix) will appear with the Controlling values as columns and Dependent values as rows.
- Double-click a cell to “Include” or “Exclude” a value. Included values turn yellow/blue depending on your theme.
- Use the Preview button to test the logic.
- Click Save.
Step 4: Logic Constraints
Controlling Field Type | Can be Dependent? |
Standard Picklist | No |
Custom Picklist | Yes |
Checkbox | No |
Multi-Select Picklist | Yes |
Note: Standard picklist fields cannot be dependent fields, but they can be controlling fields.
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