Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
SFDC ROCKSFDC ROCK 

I want to restrict change status picklist value for every different record type

Hi All,

I want to restrict change status picklist value for every diffeent record type
User-added image

Suppose record type1 : a,b,c (picklist values)
        record type2 :a,b,c,d

for when I select  record type1 in the record the change status tab should have value a,b,c only.
User-added image

in above screenshot i dont want negotiation piclist value.

How can we achieve this funtionality.

Thanks
Devi ChandrikaDevi Chandrika (Salesforce Developers) 
Hi subodh,
You can do this by creating lead process , record type and you can restrict picklist values based on record type .
Please refer below link which might help you in this.
https://help.salesforce.com/articleView?id=editing_picklists_for_record_types_and_business_processes.htm&type=5 (https://help.salesforce.com/articleView?id=editing_picklists_for_record_types_and_business_processes.htm&type=5)

Hope this helps you
Let me know if this helps you. Kindly mark it as solved so that it may help others in future.

Thanks and Regards