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Picklist field and record types
Hi,
I have picklist field with 5 values, and 2 record types.
Can I filter the picklist in order to display 2 values in one record type and
the rest in other record type (directly or workaround)?
Not that I'm aware of, you can have dependent picklists, but they would appear on both record types. Why not just have 2 picklist fields, one for one record type and one for the other?
Hope that helps,
Sati
Create record types for a custom object to display different picklist values and page layouts to different users based on their
profiles. For more information about record types, see Managing Record Types on page 611.
1. Click Setup ➤ Create ➤ Objects.
2. Select the custom object.
3. Click New in the Record Types related list.
4. Choose Master from the Existing Record Type drop-down list to copy all available picklist values, or choose anexisting record type to clone its picklist values.
5. Enter a Record Type Label that's unique within the object.
6. Enter a description.
7. Select the Active checkbox to activate the record type.
8. Select the Enable for Profile checkbox next to a profile to make the record type available to users with that profile.Select the checkbox in the header row to enable it for all profiles.
9. For enabled profiles, optionally select the Make Default checkbox to make it the default record type for users of thatprofile. Select the checkbox in the header row to make it the default for all profiles.
10. Click Next.
11. Choose a page layout option to determine what page layout displays for records with this record type:
• To apply a single page layout for all profiles, select Apply one layout to all profiles and choose the pagelayout from the drop-down list
• To apply different page layouts based on user profiles, select Apply a different layout for each profile
and choose a page layout for each profile
12. Click Save to edit the values of the standard and custom picklists available for the record type, or click Save and New tocreate another record type.