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Conditional Picklist
Hi all,
Please help !! i am new in salesforce.
Requirment is......
Field should be named Deal Demand Rating. It'll be a color-coded picklist field with values of Green, Yellow and Red. Make it conditional, so the default value is Green if the value of the Type field under related Account is set to Customer and Yellow if that condition is not satisfied. However, the field should be editable by users, who can select another value from the picklist.
its urgent..please send me all steps....thanks if anyone can help me.
Please help !! i am new in salesforce.
Requirment is......
Field should be named Deal Demand Rating. It'll be a color-coded picklist field with values of Green, Yellow and Red. Make it conditional, so the default value is Green if the value of the Type field under related Account is set to Customer and Yellow if that condition is not satisfied. However, the field should be editable by users, who can select another value from the picklist.
its urgent..please send me all steps....thanks if anyone can help me.
You can use the field dependency. You can make Type field as controlling and Deal Demand Rating will be dependant picklist.
https://help.salesforce.com/HTViewHelpDoc?id=fields_defining_field_dependencies.htm
Thanks,
Pratik
can you please share all the point step by step....thnks ...its urgent pls
Go to Setup-> customize->Accounts-> fields -> Click on Field Dependencied Button.->Click on New - >
Snapshot:
Controlling Field: Type
Dependent field will be Deal Demand Rating.
Then set the values.
Thanks,
Pratik
It does not seem to be doable exactly as the way you want. What could be done as a workaround is that you may use action support on picklist values change and paint the image next to the picklist field to the desired color. You will find abundant help on using Selectlist with Action Support.
Regards,
Alok
i need to create a picklist wirh Green,Yellow, Red Values on Opportunity object .Green would be by default and if the value of the Type field under related Account is equals to Customer then it would be green and if that condition is not satisfied then i would be yellow. However, the field should be editable by users, who can select another value from the picklist. please gyes help.