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Dependent page layouts - Dynamically show, hide, or make fields/sections required on a page based on data rules
There are times when it would be ideal to show different fields or sections on a page based on field data. For example, if a field for "software interest" is selected on a lead page, it would be nice if a section and/or fields related to capturing more information on "Software" is displayed. If the field is not selected, then this section and/or fields remain hidden.
Allowing greater customization on the page level based on data rules would make for more manageable and targeted page layouts.
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Ali_J_in_NH 11/16/06 |
Section Dependencies, perhaps? |
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jlundquist 11/21/06 |
Exactly what I was aksing for in my Idea "Conditionaly Hide Fields", but stated better here. Shows the need to promote the idea "Mark Ideas as Duplicates". |
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clearlogic 11/26/06 |
This would be a dream! Please bring it! |
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carlosr 11/29/06 |
currently using record types and its kinda a painful. would be very useful to have this. |
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jthaxton 12/01/06 |
This would be very helpful, in addition if the fields that are available after a specific picklist selection could be flagged as required at that time as well. |
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Pramod 12/13/06 |
I am told that this can be done through APEX. But this will be a dream come true ... !!!! Please bring this feature soon |
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Erik Yewell San Francisco, CA 06/25/07 |
Merged Idea
originally posted 10/05/06
Dependent Sections on Page Layouts
Similar to dependent picklist is there a way to create a dependent 'section' of fields on a record. For example: make a "partner section" on the account view only viewable / editable if account type is set to "partner".
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chris925 06/25/07 |
Merged Comment
originally posted 10/09/06
Couldn't you do this through record types?
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fifedog 06/25/07 |
Merged Comment
originally posted 10/12/06
yes you can
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paul_underbrink 06/25/07 |
Merged Comment
originally posted 10/22/06
I think this request is for a broader use case for field dependencies. For instance, I can use a record type change to control the page layout (in EE and UE) but it would be nice to change a field from read-only to editable/required based on the change in another value. A good example is when you close an opportunity. If you change it to "Lost" then enable the "Reason Lost" field. This works great if you can define all possible reasons lost as a pick list, but what if you need that field to be text? While record types is a solution, it is overkill for this kind of simple logic--plus, the user interface for changing record types is different than when you just change a pick list.
The good news is that you will get another workaround in Winter '07 with the addition of field validations, but that still won't be a user-friendly as this proposed feature would be. |
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AlexCRMmanager 06/25/07 |
Merged Idea
originally posted 02/15/07
Conditional Edit Page Layouts / Dependent & Interactive Fields
It would be REALLY, REALLY great if we could have fields CONDITIONALLY appear on an edit page based on the values entered in other fields.
i.e. - If a person chose a certain value in a picklist, a text field would appear somewhere else on the page. (or maybe it would change from Read-Only to editable) or - If a person entered a value in one text field, another field would appear or become editable. or - if a person selected a checkbox, a certain value would automatically get selected or entered in another field (a picklist or multi-select picklist perhaps) (I know you can do this with Workflow field updates, but that can be kind of clunky or just not feasible in certain circumstances) Any other suggestions for possible edit page interactions? |
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Spncr 06/25/07 |
Merged Comment
originally posted 02/20/07
I just posted this comment on a seperate post but feel it may help you out here as well:
We have managed to implement a round-about manner to do this using the validation rules. For example, we used a rule to say that if the opportunity is 'closed won' and the 'estimated start date' is null (not filled out) then give an error saying 'you must enter estimated start date for all 'closed won' opportunities.' If the opportunity is not closed won and the estimated start date is filled out we have another rule with an error saying 'you cannot enter in an estimated start date unless the opportunity is in the 'closed won' stage.' This can be confusing at first as the estimated start date isn't a red field, however, we created a section on the opportunity layout that says 'Fields required when opportunity is in the 'closed won' or 'closed lost' stage. This, combined with the detailed error messages that we can give with two validation rules, let us collect the information when it is relevant and not confuse the users in the process. |
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AlexCRMmanager 06/25/07 |
Merged Comment
originally posted 02/20/07
Thats a decent workaround Spncr, but it is still pretty cumbersome for most users, and wastes their time because the interface is not intuitive. Also, your example is relatively simple, whereas some companies require much more complex screens and field dependencies. Also, the average administrator is probably not very adept at writing formulas for validation rules, especially complex validation rules. If all fields could be dependent on all other fields, and the configuration of those dependencies worked like the current picklist depedency wizard, then it would be much easier for admins to implement the kind of solution that you created through validation rules.
Conditional page layouts and interactive fields would allow designers to eliminate clutter and reduce confusion. This will in turn improve efficiency and user adoption. Salesforce.com needs to enable people to work smarter, not harder. |
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Angi 06/25/07 |
Merged Comment
originally posted 05/02/07
Would be useful to have this on web to lead pages too..
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ollie123 06/25/07 |
Merged Idea
originally posted 04/10/07
Conditional Field Formatting
It would be immensely useful if it was possible to apply conditional formatting to fields, using formulas. The image is an example of this type of functionality, from Microsoft Excel. So for example we can show a field in a specific colour if it exceeds upper or lower thresholds (like the dashboard speedometer). We can highlight a match between a field and another related field, to highlight duplication, or a positive match. Salesforce has a fantastic visual appeal to it that makes it easy to use, and conditional formatting will take it to the next level of development as it means all users can much more easily interpret the information presented - something that for complex objects with many fields is absolutely essential. Also, we must recognise that for some fields we can't mandate validation, but in reality we really want content in them - it's a grey area. Currently with these situations we have to have validation, or not have validation. But by using colours, we can highlight fields based on value - so for example all staff know that RED fields need attention, and so do ORANGE fields, but to a lesser degree. Whatever our business processes are, we can very effectively all use colour to highlight potential issues and help our users understand the information they're looking at, whilst improving data quality by grading fields based on their content and relationship with other fields.
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Heros 06/25/07 |
Merged Comment
originally posted 04/30/07
I have found that you can change the color of CUSTOM FIELDS. When creating/editing a Custom Field you can change the name of it to include the color.
Example: Take a custom field called Test. You want it to be Green. "<"font color=green">"Text just remove the "" quotes and you will have the following: Text This will then make the name of the field green. So far this only works on custom fields and I have not been able to find a better way to do this but atleast you can do that much. |
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ollie123 06/25/07 |
Merged Comment
originally posted 05/23/07
I think this type of colouring is of immense importance, and not just for fields, but for list views as well. So for example we could colour opportunities based on whether they're open/close, or how likely they are to close. It helps focus the user on the information that really matters. For my business we track rent payments, and have a related list view of due payments - I want paid ones in GREEN, soon to be paid ones in BLACK, and overdue ones in RED. That way a quick glance at the page shows tenants that are overdue on their rent.
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Letty 07/27/07 |
Our consulting firm needs this feature now. I need the ability in a custom object to have the value in a multi-picklist field control the display of entire section of fields related to the selected value. For instance if "Practice" is the controlling field, upon selection of a specific Practice from the picklist, only fields related to the specific Practice would be displayed on the page. I need to create many of this type of controlling fields on a single page. Thanks for any ideas... |
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Trung Phan San Francisco, CA 10/08/07 |
Merged Idea
originally posted 10/05/06
Improved workflow
"This is really important - we need to create workflows that make a field appear after a certain value has been clicked in another field
Object(s) affected - All Business Benefit - Data accuracy Group(s) Affected - Administrators" |
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eyewellse 10/08/07 |
Merged Comment
originally posted 10/12/06
This sounds liked you are looking for dependant layouts, where a field would appear depending on the setting of another field.
This doesn't sound like workflow... |
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ErikM 10/08/07 |
Merged Comment
originally posted 10/12/06
eyeswellse, I disagree.
The dependent picklist will not make a field visible or invisible, and it's only a picklist, nothing else. What Trung Phat wants makes a lot of sense, because you may want to show/hide a checkbox or a text field, or even an embedded custom s-control, when certain criteria are met or not met. I can think of a lot of useful cases for this. |
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chris925 10/08/07 |
Merged Comment
originally posted 10/12/06
This is particularly true when you go beyond one field that gets activated - so if your case type is "Question", 5 fields suddenly appear, but if your case type is "Change Request", 8 fields appear (maybe some the same, some different). One solution provider I've seen that does a beautiful example of this is Market2Lead. If you used dependent picklists, that would be some significant real estate on the page, and you'd only be able to work with picklists - where with the dynamic field adjustments, it becomes much more digestable and powerful.
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AMartin 10/08/07 |
Merged Comment
originally posted 10/13/06
So, not dependent picklists, but dependent sections? Show and hide sections of fields depending on the value of other fields.
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Lori_ 10/08/07 |
Merged Comment
originally posted 10/25/06
Dependent sections would be a God-send!!
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eyewellse 10/08/07 |
Merged Comment
originally posted 11/10/06
I believe there is a feature coming out in Winter 07 called Validation Rules, where you can make certain fields, picklists or not, required, depending on other fields... Not exactly a dynamic layout, but it does help you create conditionally required fields.
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MSheridan 10/08/07 |
Merged Idea
originally posted 07/25/07
Dynamic Page Layouts
Dynamic page layouts -- the ability to conditionally change the display attributes of fields & sections on a page layout, based on data conditions. Hide / show / make disabled / make required / etc.
This would clean up a lot of our layouts. The user would see only the info they need based on certain conditions. This also voids having to use a ton of validations rules on one layout. |
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LadyKB 10/08/07 |
Merged Idea
originally posted 08/21/07
Dynamic Page Layouts
When will we have Dynamic page layouts? by this I mean that instead of fields with dependancies being greyed out until triggered, why see them at all? Why can't the page load fields once they are required?
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Jay Mulder San Francisco, CA 10/08/07 |
Merged Idea
originally posted 10/06/06
Improve dependent picklists
I'd like the ability to have field dependency work with other fields that are not picklist values AND have a required field serve as a trigger off of that dependency field. For example, I'd like to create an Opportunity field dependency on field Stage with a currency custom field. Projected Annual Revenue (a custom opportunity field) should be dependent on Stage. Projected Annual Revenue should be required.
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AMartin 10/08/07 |
Merged Comment
originally posted 10/13/06
The new Field Validation functionality that is coming in Winter 07 should address alot of your concerns.
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sfinamsterdam 10/08/07 |
Merged Comment
originally posted 10/16/06
useful addition: default values per record type for the values available, as currently it is only the top value
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Quah 10/08/07 |
Merged Comment
originally posted 03/08/07
Yes, please allow other Data Types to be possible dependent fields.
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marora 10/08/07 |
Merged Idea
originally posted 12/11/06
Make dependent fields REQUIRED
It would be great if upon selection of a particular value in a controlling field, selection of a value in the dependent field would become REQUIRED.
As it stands now, a user has the option of leaving the default (-None-) value in the dependent field or not selecting anything at all... |
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AMartin 10/08/07 |
Merged Comment
originally posted 12/11/06
This functionality currently exists for Dependent Picklists. Just make the dependent Picklist Required when you create it. When the field is activated because an appropriate value is selected in the Controlling Picklist, it will be a required field. New validation functionality coming in Winter 07 will allow you to make text fields conditionally required based on values in a controlling field.
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seand 10/08/07 |
Merged Idea
originally posted 02/13/07
Have dependant fields that are not only pick lists
We would love to see dependant field and not just pick list for example our case reason could be "Loan Discharge" then if this is the reason a field could appear with the date required for the loan discharge, but hide the field until that case reason is chosen.
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Spncr 10/08/07 |
Merged Comment
originally posted 02/20/07
I have managed to do this to a certain extent using the validation rules. For example, we used a rule to say that if the opportunity is 'closed won' and the 'estimated start date' is null (not filled out) then give an error saying 'you must enter estimated start date for all 'closed won' opportunities.' If the opportunity is not closed won and the estimated start date is filled out we have another rule with an error saying 'you cannot enter in an estimated start date unless the opportunity is in the 'closed won' stage.'
This can be confusing at first as the estimated start date isn't a red field, however, we created a section on the opportunity layout that says 'Fields required when opportunity is in the 'closed won' or 'closed lost' stage. This, combined with the detailed error messages that we can give with two validation rules, let us collect the information when it is relevant and not confuse the users in the process. |
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AstroCRM 10/08/07 |
Merged Comment
originally posted 05/21/07
The biggest problem I see with Spncr solution (though it's an ingenious and good one) is that the user must read the warning messages (which steal screen real state BTW ;), plus know the rules of the fields and if they don't, it may become rather frustrating trying to save a record that keeps on coming back with little red messages.
It should be a default feature of SFA (let me stress the "A") to allow us to make ANY field dependant on ANY other field thus avoiding the waste of time in creating/maintaining/explaining validation rules and allowing us to offer a clean simple interface to the users. |
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AmateurHuman 10/08/07 |
Merged Idea
originally posted 02/16/07
Context-dependent Required Fields
Field dependencies should allow making a field required (including text fields, not just picklists and checkboxes) dependent on the selection in a controlling field. Currently, required fields can only be set to be universally required.
Currently this is done via validation rules, but that is bulky and forces the user to click 'save' before realizing their mistake/omission. |
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WJun0831 10/08/07 |
Merged Idea
originally posted 04/17/07
Allow Field Dependencies For Non Pick-List Type Fields
Allow user to create a custom text field to be dependent to the values of a custom pick-list field.
Example: - Custom text field: Field Label - Custom pick-list field: Request Type with pick-list values of: Add New Field, Revise Field, etc. - Scenario: If user selects the "Add New Field" value in "Request Type" field, then make the "Field Label" field be a required field. |
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rpr 10/08/07 |
Merged Comment
originally posted 04/17/07
This is possible using validation rules. Your rule would have the following formula:
AND(ISPICKVAL(Request_Type__c,"Add New Field"), ISNULL(Field_Label__c ) This would prevent the Field Label from being blank whenever Add New Field is selected as the Request Type. |
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WJun0831 10/08/07 |
Merged Comment
originally posted 04/17/07
Dear rpr, does the field name for Request Type in salesforce is actullay Request_Type, so does Request_Type_c indicate the custom field Record_Type? Thanks
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rpr 10/08/07 |
Merged Comment
originally posted 04/17/07
Yes. The __c after the field name indicates it is a custom field.
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WJun0831 10/08/07 |
Merged Comment
originally posted 04/19/07
Sorry..the formula does not work.
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CBorgelt 10/08/07 |
Merged Idea
originally posted 05/03/07
Field Dependency on non-picklist fields
It would be very helpful if one could set field dependencies on a non-picklist field. This would help organizations in further refining workflow.
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KevinEdelmann 10/08/07 |
Merged Comment
originally posted 05/04/07
try using data validation rules to do this
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Datanatrix 10/08/07 |
Merged Idea
originally posted 05/23/07
Render mandatory fields not mandatory when one field is updated to a specific value
When one field is updated to a certain drop down item, render the mandatory fields not mandatory. For example, if a lead is unqualified, there should not be a requirement for an Industry and Category (but these are mandatory fields for all other Lead Statuses)
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Heros 10/08/07 |
Merged Comment
originally posted 05/24/07
Have you tried Valdation rules? Instead of making the fields required on the page layout, use a validation rule that makes them required unless ISPICKVAL (Status,"Unqualified").
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msnowden213 10/08/07 |
Merged Idea
originally posted 07/19/07
Make text fields dependant
Don't think there's much more I need to enter on this, we simply need to have the ability to make text fields dependant and required upon other fields being checked or from a pick list value.
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Heros 10/08/07 |
Merged Comment
originally posted 07/19/07
You can do this with validation rules. Please see the link below for some examples: https://na1.salesforce.com/help/doc/en/fields_useful_field_validation_formula...
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Scott_Jorgensen 10/08/07 |
Merged Comment
originally posted 07/19/07
Heros: I think this idea is different than validation rules. This ideas seems to be about including Text Fields in the "Field Dependencies" feature which works with Picklist Fields today. |
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msnowden213 10/08/07 |
Merged Comment
originally posted 07/20/07
Yes Scott, exactly what I am talking about.
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Drawloop 10/08/07 |
Merged Idea
originally posted 08/31/07
Editable picklists i.e. Picklists with 'Other' option that activates a text box
Or just allow picklists to activate/deactivate text fields.
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TomaszOczapowski 10/08/07 |
Merged Comment
originally posted 09/02/07
I suspect I will not be very popular with my comment. However I feel that creating "other" is always the first step toward data quality disaster. Soon you will get user behaviour where they select it for all (just easier than categorise) and you end up with data you can not report on, analyse or run workflow/approval.
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DeadlyDuo 10/08/07 |
Merged Comment
originally posted 09/03/07
Last comment is true, however, sometimes you can't account for every eventuality, and if you put in a data validation rule which means that a linked text box has to be completed if Other is chosen, then you go some way to mitigating the risk
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siemens 10/08/07 |
Merged Comment
originally posted 09/03/07
It would be very useful to be able to control a text field with a picklist.
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saariko 10/08/07 |
Merged Comment
originally posted 09/04/07
I would not like to see my users get this option.
Even if it will be available, I will not allow it. |
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Heros 10/08/07 |
Merged Comment
originally posted 09/04/07
You can do this with a validation rule. You would want your rule to be something like:
AND(ISPICKVAL(picklist_field__c, "Other",),text_field__c) |
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Drawloop 10/08/07 |
Merged Comment
originally posted 09/11/07
Heros, That formula did not work correctly; there may be a typo.
Anyways, what I really want is activation, NOT validation. I want the user to know that the text field is required/not required when the picklist (or potentially checkbox) value changes. In response to the "quality disaster" comment, quality of the data would be controlled by validation. And if your organization would not use/want it, that does not mean other orgs feel the same way. |
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DisplayDependencies 10/08/07 |
Merged Idea
originally posted 10/17/06
Display Dependencies
I would to configure a field to be displayed/not displayed based upon a dependency rule.
It can make the UI much more friendly. |
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RachelTANDBERG 10/08/07 |
Merged Idea
originally posted 10/19/06
Dependant fields within custom objects to include date fields (not just picklists)
When doing approvals in Salesforce, I want to put in an automatic date when the Approver changes the status to Approved. At the moment dependant fields have to be picklists - can you look at this?
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Scott_Jorgensen 10/08/07 |
Merged Comment
originally posted 10/19/06
I think the Workflow Field updates in the next release will do exactly what you're looking for. In addition, the Approval Workflow Feature might even eliminate the need for you to set this up yourself.
Have a look in the Winter '07 Preview Category: http://ideas.salesforce.com/popular/winter_%2707_preview |
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jlundquist 10/08/07 |
Merged Idea
originally posted 11/15/06
Conditionaly Hide Fields
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jlundquist 10/08/07 |
Merged Comment
originally posted 11/16/06
When setting up field dependencies, I would like the abililty to hide dependent fields based on the controlling field.
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chronicle 10/08/07 |
Merged Comment
originally posted 09/24/07
Yes, similarily we are trying to "hide" fields that do not contain any information. We must leave space for 20-30 fields that may or may not be filled in over time and it would be great if these fields would not be displayed until they contain information and are needed.
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tallred 10/08/07 |
Merged Idea
originally posted 03/12/07
Hide Case Fields
Would love to have the ability to hide/display case fields based on field dependencies. Currently, a field may be 'grayed' out but still displays on the page. Would like it if field could be hidden unless certain criteria was selected.
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CraigAllen 10/24/07 |
Currently working on a situation where a retailer only needs to capture inputs related to a particular brand if that brand is represented. Ideally the user would select the brand, and conditional display logic would then expose a number of other fields for input. If the brand is not selected, these additional fields would not even be presented for input. This would be huge. As it is now, there are 50 fields on the page, when only a fraction of these may be used. Makes for a daunting and confusing UI experience. Conditional or dependent field display logic would simplify this considerably. |
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J_Keener 11/14/07 |
A small variation, instead of thinking of this like dependant picklists) of what I've seen discussed here would be the following: When on an Edit Page Layout screen and when you either click the "Edit" on a section, or Edit the properties of a field, add the following radio buttons: * Alway Display Field (or Section) on Layout * Use a formula to determine whether to Display Field (or Section) When "Use a formula to determine whether to Display Field" is selected, the "Show Formula Editor" link can show up, and a formula can be created. If formula resolves to a value of true, then the field or section is displayed. if not, then the field is not displayed. This same kind of thing could be used to change the Read Only and Required settings dynamically on fields. Using the formula at this level I think would give a lot more granular control over how the visibility would work, vs. something similar to the current Picklist Dependency functionality. For example, with formulas I could make certain fields show up dynamically on an Opportunity when the Amount is greater than 100000. |
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tunedog 11/28/07 |
Bring it on!! This would be an invaluabe feature of the SFDC platform. I work for a consulting partner, and the number of times our clients request this is off the charts. Many of our clients only require certain information to display at certain stages of the lead cycle, and dependant on other fields. Hurry up with this one!!! Please!!!! |
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LogoJon Jan 24 |
Yes please! This would be wonderful. It would be very nice if the page doesn't have to reload when dynamic fields appear or disappear. |
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lbrown Jan 28 |
Just what we were after and keeps it nice and simple for the end-user! |
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ryan_hallman Jan 31 |
Correct me if I'm wrong, but cant you achieve this already with Visual Force? Have an on click Javascript trigger, that when selected shows a different section of the screen dynamically for example? |
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AlexCRMmanager Feb 1 |
We want a dynamic page layout that NON-coders can use, and VisualForce is still pretty far from being in production... |
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brad123 Feb 3 |
We use cases to track customer returns. A customer may return 1 or more products at a time. Dependent layouts would be great rather than cluttering our user's pages with fields that will not be used be used. For example, if Product 1 is not = null then show a field for Product 2. If Product 2 is not null, then show a field for Product 3 and so on. Because this function is not available we have to list fields for up to 10 products on a case in advance. This takes up a lot of room and most of these fields are usually not used. Typically our customers return only 1 - 2 products at a time but we have to have fields in place for larger orders too. Be great if those were dependent on there being data in the controlling field. |
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eric1969 Feb 6 |
Sounds like a good idea to me |
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TimMadigan Feb 7 |
This would be great. We have a number of areas where this would help, especially in Account Planning - where they list their objectives for the period. It looks bad to see 5-9 lines for objectives when you only need to put in 3 for your client (but 9 for a different one). |
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xormazabal Feb 8 |
I'd add to this -- also make certain sections "read only". Use case is that for certain sections of a record, once they are entered by the user upon creation, they shouldn't be editable upon later edits. With workflow rules you can restore the changes. With validation rules you could give the user an error message. But even better for those fields to be shown as "grayed out". |
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sgoochey Feb 11 |
I would love to have this option. In utilizing this function in other areas of our operations, I know how beneficial it can be. Less clutter on a page means less confusion. |
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kjoseph Feb 12 |
Changed status to Ideas Under Consideration. |
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lucillewurtz Feb 21 |
This would really help us streamline page design and decrease the need for multiple record types and page layouts. Interested to know if this could be done through APEX. |
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bushman Feb 26 |
I use clients vs. customers to broadly categorize business and within the clients area, I need to gather different types of details depending on the industry. Allowing me to control what is or isn't visible, depending on the business would substantially un-clutter my screen. If we're using SalesForce, it's because we are organized individuals and tailoring to this mind set should be a basic focus, regardless of how large or small the business is ie. Professional or Enterprise. |
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Kathryn Feb 29 |
We really need this to manage our Assets, when we designed the original page layout we were concerned purely with software. We have now started to ship hardware. This requires additional fields but the volume that we sell is not too high and I do not want to add all the extra fields that we require onto the main Asset page. I have two asset page layouts, but because record types aren't available I'm told we can't switch between the two by Salesforce Support. The same individuals enter the information and maintain it, so I can't assign page layouts per login. This means we're back to tracking stuff on spreadsheets which is ridiculous and is harming the reputation of the system internally. |
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petersynchosoft Mar 3 |
We are an Appexchange partner that develops and markets a product called Workflow Optimizer providing on-demand workflow management. This requirement for dynamic page layouts could be easily and quickly configured using our application. WORKFLOW OPTIMIZER enables you to configure and execute powerful workflow, beyond what is possible in Salesforce today. You can build workflow that accesses multiple objects, runs multiple actions and has no setup limitations. Visit our Appexchange listing at https://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000004nB4oAAE our web-site is http://www.synchosoft.com/main.php?sync=pg&id=47 Regards synchosoft.com team |
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WrogWrog Apr 10 |
Seems to me the missing link here is that the field dependencies of a picklist cannot be built on the record type, only on another picklist. If by changing a record type I could change the form AND the available values in the picklist, I'd be happy. |
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Scott_Jorgensen Apr 10 |
WrogWrog: picklist values are already dependent on the RecordType...can you explain more about what you mean? |
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WrogWrog Apr 13 |
What I mean is that managing picklist-record type dependencies is in a whole other area, and is far less user friendly than field-field dependencies - sorry, wasn't very clear, was I?! |
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blackCompG Apr 14 |
This would be incredible if I understand this correctly - I would like to make specific fields, or sections "dependant" based upon a picklist field value that is chosen, or even better, a multi-picklist value that is chosen! Question - would you not also need to make multi-picklist values to be "controlling" fields (re: current field dependency limitations) for this to happen? I'm hoping that this functionality would kill 2 birds with one stone - having field values to be able to control the visible fields and/or sections available on a page layout, and to also have multi-picklist field values to also be controlling fields, and to be able to enable/make visible other fields and/or sections. If this is correct, then YES, PLEASE DO THIS!!! Otherwise I will have to "record type" our company to death.... |
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jimsulutimaco Apr 14 |
Do it! It would make sf.com even more useful! |
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mscotton Apr 23 |
This Idea is on our radar and this is something that you can do with VisualForce pages if you are comfortable with web markup languages. The ability to do this declaratively as a field dependency or in the page layout is not something we will be able to deliver this year, but we are working on features that will make it possible for next year. |
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ryan_hallman May 12 |
It's actually really easy to do this with visual force... As mscotton said. It may take a day or two for a Visual Force savvy coder to knock out a bunch of dependent page layouts. I work for a sfdc consultancy and our team has built these already in developer orgs. |
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