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Jacob Barnett
How would you create a multi-level dependent picklist that you can search by typing in and displaying all levels for the user to select from?
I have a requirement to build an easier way for the users to search for the final reason of Cases. However we have 4 levels of picklists to get there. So I am unsure of even where to start. Here is what we have:
On the Case object we have 4 levels of "Reasons" pickists:
The ask is to allow the user to type in something that would filter out all picklist options that match what was typed in. And then based on what option the user selected the levels are seelcted. Here are the requirements I have:
On the Case object we have 4 levels of "Reasons" pickists:
- Category
- Sub Category
- Reason Type
- Reason
The ask is to allow the user to type in something that would filter out all picklist options that match what was typed in. And then based on what option the user selected the levels are seelcted. Here are the requirements I have:
- If the user types in "order" then the list will display all levels and options where "order" is an available option at any level or combination of said levels.
- If the user selects any level, any previous parent level is automatically selected so theortecially if the user seraches and selects the Reason directly, all the fields will be filled in.
- If the user selects (for example) an option at the Reason Category level, then the reverse lookup of Sub Category and Category is pre-filled and then they would still need to select the final Reason option
- This option is displayed on the Edit and Case Close page
- On the Case Close page the fields are required.