12 Mar 2016

Field Dependency in Salesforce

Field Dependency:

Create a dependent relationship that causes the values in a picklist or multi-select picklist to be dynamically filtered based on the value selected by the user in another field.
 • The field that drives filtering is called the "controlling field." Standard and custom checkboxes and picklists with at least one and less than 300 values can be controlling fields.
 • The field that has its values filtered is called the "dependent field." Custom picklists and multi-select picklists can be dependent fields.
Step 1. Select a controlling field and a dependent field. Click Continue when finished.
Step 2. On the following page, edit the filter rules that control the values that appear in the dependent field for each value in the controlling field. 

Controlling Field



Dependenthttps://ap2.salesforce.com/s.gifField



  

Controlling Field
ROOMS



Dependent Field
TESTS


·         Double click on a cell to toggle its visibility for the Controlling Field value shown in the column heading.
·         To change multiple cells at once, select multiple cells and then click the Include Values or Exclude Values button to change the visibility of all selected cells at once.
·         Use SHIFT + click to select a range of adjacent cells. Use CTRL + click to select multiple cells that are not adjacent.
·         Use the Preview button to test the results.



Edit Field Dependency

Instructions

ROOMS: 
 ROOM1 
 ROOM2 
 ROOM3 
 ROOM4 
 TESTS: 
 BLOOD TEST 
 BLOOD TEST 
 BLOOD TEST 
 BLOOD TEST 
 ECG 
 ECG 
 ECG 
 ECG 
 GENERAL TESTS 
 GENERAL TESTS 
 GENERAL TESTS 
 GENERAL TESTS 
 HIV TEST 
 HIV TEST 
 HIV TEST 
 HIV TEST 
 LIPID TEST 
 LIPID TEST 
 LIPID TEST 
 LIPID TEST 
 URINE TEST 
 URINE TEST 
 URINE TEST 
 URINE TEST 
 X-RAY 
 X-RAY 
 X-RAY 
 X-RAY