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Topics#Salesforce DeveloperUnicorn Team's Question
Unicorn Team asked in #Salesforce Developer
May 31, 2016, 5:16 AM

Picklist value based on record type

Hi guys,

I have create a custom picklist field called Type_c in a custom object Section_2_Balance_Sheet_c. The Section_2_Balance_Sheet_c object has 2 Record Types called (a) Income and (b) Expenditure. 

Only some of the Type_c values are relevant to each of the record types. How can I only display the relevant piclist values of Type_c based on the Recordy Type? 
2 answers
  1. Nachiapphan RY (Brillio LLC)
    May 31, 2016, 5:35 AM
    Hi,

    click setup--> create --> objects --> Section_2_Balance_Sheet_c --> scroll down to "Record Type Section" --> you will find two record type that you have created, click the record type name you want to update the pick list value --> in "Picklists Available for Editing" section you will find Type__c --> click "Edit" ,update the pick list value.

    Thanks.
  2. Smriti Kumari (Trekbin Technologies |Sr. Software Developer | Mumbai WIT co-leader)
    May 31, 2016, 6:17 AM
    Hi @Nevin O'Regan 8,

    Here are the steps you need to follow!

    Click: Setup > Create> Objects> Section_2_Balance_Sheet_c> Record Types > then click on each of the record types you need to add the picklist value to.

    On the record type detail page you will find a section called Picklists Available for Editing. From that list locate your picklist field and click Edit.

    Add the values you need to the right column.

    Click Save.

    Note : When adding new record types it’s possible to include a picklist field on the page layout but it fails to make any of the picklist values available for use. The result is a field you have full access to but no way of seeing or selecting a picklist value recently added but not added in available options for picklist. Therefore make sure to mark it in the available list.

    Thanks,

    Smriti
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