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sri sfdc
how to control pick list values among the users
Hi ,
I have pick list values like 1,2,3,4,.....20 . There are 5 useres. user1 can see 2,3,4,5 values and U2 can see 1,5,6, values. Like that other users can see different pick list values. How can I achive this.
Thanks
I have pick list values like 1,2,3,4,.....20 . There are 5 useres. user1 can see 2,3,4,5 values and U2 can see 1,5,6, values. Like that other users can see different pick list values. How can I achive this.
Thanks
Sorry for the late reply,
Unless using the Record types or vf page you can't Control the picklist based on the user's(i.e Users profiles).
your question is good but that 50 users are comes under the 5 to 10 profiles right.Here the record type are associated with the users profiles not with the users.so you no need to worry about creating 50 record types because we are only going to create 5 to 10 record types.
My another suggestion is you to creating a validation rule to stop the users to edit the other users picklist But you can't stop the users seeing the Full Picklist Values only you can control the access.
The VR Formula Like below:
AND( $Profile.Id = "15 Digit Profile ID of User", NOT(ISBLANK(TEXT(Picklist_Field__c))), TEXT(Picklist_Field__c)<>"Option1", TEXT(Picklist_Field__c)<>"Option2" )
Let me know if you want any further help.
If those points are help means mark these as a best answer.
Thanks,
Raj
(Sweet Potato Tec)
All Answers
Hi Sri,
Picklist values are only differentiated by using the Record types.And status fields are only differentiated by using Processes in object
For that you have to create a 5record types and then assign those record types to the users profile( 1st record type = user1 profile,2st record type = user2 profile....)
After that goto the record types -> click on the record type label ->Picklists Available for Editing->Shows the list of Picklist->click edit on your picklist->move the values which are you need to display in this record type( Available Values to Selected Values) ->save
Do the above steps for the 5 Record types to show the diff picklist values based on users profile.
use the below link to create a record type : https://help.salesforce.com/HTViewHelpDoc?id=creating_record_types.htm&language=en_US
Let me know if you want any further help.
If those points are help means mark these as a best answer.
Thanks,
Raj
(Sweet Potato Tec)
Thanks for reply. Rather than record type is there any other solution for this. Because If I have 50 users then it will be difficult to create 50 record types right.
If you are expecting something like, setting picklist value specific to a user, then that is not possible.
Above is the only point and click solution, else go for a custom solution VF page.
Sorry for the late reply,
Unless using the Record types or vf page you can't Control the picklist based on the user's(i.e Users profiles).
your question is good but that 50 users are comes under the 5 to 10 profiles right.Here the record type are associated with the users profiles not with the users.so you no need to worry about creating 50 record types because we are only going to create 5 to 10 record types.
My another suggestion is you to creating a validation rule to stop the users to edit the other users picklist But you can't stop the users seeing the Full Picklist Values only you can control the access.
The VR Formula Like below:
AND( $Profile.Id = "15 Digit Profile ID of User", NOT(ISBLANK(TEXT(Picklist_Field__c))), TEXT(Picklist_Field__c)<>"Option1", TEXT(Picklist_Field__c)<>"Option2" )
Let me know if you want any further help.
If those points are help means mark these as a best answer.
Thanks,
Raj
(Sweet Potato Tec)
How do i assign user to delete a product from the opportunity when the user is select the particular pick list value from the field
did you find the solution??