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Sandrine Update one of the picklist value depending on other value
Hello,
I have picklist A, Piclkist B with below values
picklist_A__C
1
2
Picklis_ B__C
A
B
When the value is 1 then A is selected automatically and when the value is 2 then the value B is selected by default
thanks for suggestion !
I have picklist A, Piclkist B with below values
picklist_A__C
1
2
Picklis_ B__C
A
B
When the value is 1 then A is selected automatically and when the value is 2 then the value B is selected by default
thanks for suggestion !
We have two options:
1) If you use the workflow then you have to create two workflows.
Workflow->new rule->choose the object->Evaluate the rule when a record is created, and every time it's edited->rule criteria : picklist_A__C Equals 1->save & next
Add WF action -> Field to update->Object->Picklis_ B__C->specific Value ->A->Done->Activate.
Repeat the same things for second WF but change the criteria picklist_A__C Equals 2 and Field to update->Object->Picklis_ B__C->specific Value->B.
2) Otherwise Use the single Process builder.
Setup->Process Builder->new->Choose Object->Start the process(When a record is created or Edited)
Add Criteria->Condition are met->Choose the field(picklist_A__C) Operator(Equals) Type (Picklist) Value 1
Immediate Action->Action Type (Update Record)->RecorType(First Option)Select the record that stareted your process->No Criteria->Field( Picklis_ B__C),Type(Picklist),Value choose as A ->Save
Add Criteria->Condition are met->Choose the field(picklist_A__C) Operator(Equals) Type (Picklist) Value 2
Immediate Action->Action Type (Update Record)->RecorType(First Option)Select the record that stareted your process->No Criteria->Field( Picklis_ B__C),Type(Picklist),Value choose as B ->Save
Can you please Let me know if it works or not!!!
If it helps don't forget to mark this as a best answer!!!
Thanks,
Raj
All Answers
https://developer.salesforce.com/docs/atlas.en-us.fundamentals.meta/fundamentals/adg_simple_app_adv_field_dependencies_try_it_out.htm
"When the value is 1 then A is selected automatically and when the value is 2 then the value B is selected by default"
There has to be some mapping between 1 & A , 2&B in order to achieve it without dependent picklist. Could you share details about it ?
We have two options:
1) If you use the workflow then you have to create two workflows.
Workflow->new rule->choose the object->Evaluate the rule when a record is created, and every time it's edited->rule criteria : picklist_A__C Equals 1->save & next
Add WF action -> Field to update->Object->Picklis_ B__C->specific Value ->A->Done->Activate.
Repeat the same things for second WF but change the criteria picklist_A__C Equals 2 and Field to update->Object->Picklis_ B__C->specific Value->B.
2) Otherwise Use the single Process builder.
Setup->Process Builder->new->Choose Object->Start the process(When a record is created or Edited)
Add Criteria->Condition are met->Choose the field(picklist_A__C) Operator(Equals) Type (Picklist) Value 1
Immediate Action->Action Type (Update Record)->RecorType(First Option)Select the record that stareted your process->No Criteria->Field( Picklis_ B__C),Type(Picklist),Value choose as A ->Save
Add Criteria->Condition are met->Choose the field(picklist_A__C) Operator(Equals) Type (Picklist) Value 2
Immediate Action->Action Type (Update Record)->RecorType(First Option)Select the record that stareted your process->No Criteria->Field( Picklis_ B__C),Type(Picklist),Value choose as B ->Save
Can you please Let me know if it works or not!!!
If it helps don't forget to mark this as a best answer!!!
Thanks,
Raj