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:
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:
- Go to Setup | Customize for Standard Objects or Create for Custom Objects | Click on Record types
- Then select the record type that you need to change
- You'll see a section Picklists Available for Editing
- You can specify which values should appear for the record type
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