You can set-up dependency between two picklist fields (source and target picklist fields). By selecting a value in source picklist field, you’ll have complete control over the target picklist fields.
For instance, we will consider a real-time example. I have two different fields in Products Module. Manufacturer - source field, and Usage Unit - target field. When a value is selected in Manufacturer field, only Usage Units related to the selected manufacture should be displayed in a field. Now let’s begin.
Configuring Picklist Dependency
Before we set up picklist dependency, we’ll have to select a module, a source field, and a target field. The entire process is made simple and straightforward.
Follow few simple steps to setup picklist dependency
- Click icon and select Settings
- Click Configuration > Picklist Dependency
- Click and select the necessary options
- All available values in source picklist field and target field are displayed. You can view all source picklist values in the header section.
- Now pick desired target field values under corresponding source field values (headers).
- Click Save
After successfully setting up picklist dependency, you can select a value in source field to view only corresponding values in the target field. From the above example, upon selecting a manufacturer, we should be able to see only the usage units related to it.
We’ve deployed picklist dependency on fields in Products module. In the create view or edit view of a product record, we will select a value in Manufacturer field; as a result, appropriate values will be displayed in Usage Units field
This gives you the flexibility to explicitly select appropriate values and eliminates the scope for erroneous and inaccurate data.