Authored by Zishan Razzaq

Monday, June 13, 2011

How to limit which values in a picklist appear depending on record type on Salesforce.com

Scenario:
  You have set up a record type on Salesforce.com for an Object. Now you need to set different picklist values to appear for different record type selections.
Solution:
Very Simple:
  1. Go to Setup | Customize for Standard Objects or Create for Custom Objects | Click on Record types
  2. Then select the record type that you need to change
  3. You'll see a section Picklists Available for Editing
  4. You can specify which values should appear for the record type
See Screenshot for Account object record type:
Regards,
Zishan

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1 comment:

  1. AnnuJuly 13, 2011 at 2:35 AM

    I have field -status picklist.I want to show it differently to developer & administrator.
    Administrator shows the default but Devloper has to show only one value in it .I made recordtype, linked it with developer and pagelayout also.
    I works when i make new record but when i edit it shows the default status picklist?
    While editing why recordtype is not working??????

    Please help??/??

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