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Philipp Mathis how to show / hide fields based upon previous field selection (e.g. standard field "type" single picklist)
Hello Community
"Not sure if its under the right category"
I'm using the professional edition and would like to only show some more newly added fields to the account page if the standard field "type" (its a single picklist) has the value "partner" then I would like to have some additional (3-4) fields (multipick list fields) on this account page. Otherwise if the value is not partner, then all those fields shouldn't show up at all.
Can you help me how to do this? Is this possible?
"Not sure if its under the right category"
I'm using the professional edition and would like to only show some more newly added fields to the account page if the standard field "type" (its a single picklist) has the value "partner" then I would like to have some additional (3-4) fields (multipick list fields) on this account page. Otherwise if the value is not partner, then all those fields shouldn't show up at all.
Can you help me how to do this? Is this possible?
Hi Mathis,
I understand your requirement.
For this, you have to do the visual force Customisation
In professional Edition, you can use the visual force page with standard controller
So your requirement can be fulfilled by VisualForce Page
If you want the Visualforce page
Please email me the API names of fields with values
Thanks
All Answers
Hi Mathis,
Yes it is possible, you have to use the salesforce standard functionality
Field Dependencies
Please follow below mentioned step:
1. Go to Setup>Account>Fields
2. Click on Field Dependencies in Account Custom Fields & Relationships Section
3. Click on New in Account Field Dependencies.
4. Select the Type Field in Controlling field and one of your additional multi-select picklist fields in Dependent Field
5.Click on Continue
6.Now go to value section of partner and select the value which you want to add,
7.Click on include value Button and then click on Save.
8.You have to repeat the process to create a field dependency for each multi-select Picklist field.
Hope you got it:)
Let me know once you achieve this
Please choose as best answer
Thanks
Anurag Saxena
anuragsaxena106@gmail.com
Thanks for your reply. I've already tried that but that's only letting me change the list/value that is available to pick from on a certain field.
But what I want to achieve is that if I'm picking the value "partner" from the field "type" some additional fields will show or will hide entirely if the value is something else than "partner". So not only show some certain values within the field but show or hide those fields completely.
E.g I choose for account xy the type = partner, then the fields "partner category", "industries served" etc. should be popping up/show up on the page. But if I do not choose the type partner but for example customer those fields wouldn't be visible on the page. Do you know what I mean?
Hi Mathis,
I understand your requirement.
For this, you have to do the visual force Customisation
In professional Edition, you can use the visual force page with standard controller
So your requirement can be fulfilled by VisualForce Page
If you want the Visualforce page
Please email me the API names of fields with values
Thanks