Picklist Dependency Setup

Picklist dependency setup offers you a seamless way of selecting only desired values from the picklist fields. You'll need to set-up dependency between two picklist fields (source and target picklist fields). By selecting a value in source picklist field, you'll have complete control over the target picklist fields.
For instance, we will consider a real time example. I have two different fields in Deal Pipeline module. Deal Sector - source field, and Deal Sub Sector - target field. When a value is selected in Deal Sector field, only values related to the selected sector should be displayed in Deal Sub Sector field. Now let's begin.

Configuring Picklist Dependency

Before we set up picklist dependency, we'll have to specify module, source field, and target field. Entire process is made simple and straight forward.

To setup a piclist dependency, follow the below steps:

1. Click on CRM Settings icon () in the top right corner of the panel.

2. In the Studio panel, click on Picklist Dependency Setup.

3. The Picklist Dependency Setup List window is displayed. Click on Edit icon in the Tools column of a module.

4. The Picklist Dependency Setup window is displayed. The fields in the blue color are already selected. The ones in grey are open for selection. Choose the fields and click the Save button in top right corner.

5. To see values of a specific field, click on Select Source Values button in the top right corner.

6. A list of source fields is displayed. Check the boxes for the specific field and click Apply.