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Philipp MathisPhilipp 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?
Best Answer chosen by Philipp Mathis
Anurag SaxenaAnurag Saxena

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

Anurag SaxenaAnurag Saxena

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



 

Philipp MathisPhilipp Mathis
Hi Anurag
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?
Anurag SaxenaAnurag Saxena

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

This was selected as the best answer
Philipp MathisPhilipp Mathis
im off now untile next tuesday...will follow up then. Thank you