Picklist Dependency

The Picklist Dependency Setup menu allows you to link contents of a picklist with content of another picklist. That means, you will need to setup dependency between two picklist fields. By selecting a value in source picklist field, you will have to complete control over the target picklist fields.

To customize the Picklist Dependency

  1. Click on the    icon at the top of page.
  2. On the left sidebar, click Designer > Dependency Picklist to get an overview of the Second CRM modules which have picklist dependency, including source fields and target fields as shown below.

    picklistdep

You use this menu to define the dependencies. The Target Field is controlled by the Source Field. To add new Picklist Dependency:

  1. Click on the    icon at the top of page.
  2. On the left sidebar, click Designer > Dependency Picklist.
  3. Click on the + Add Picklist Dependency button at the list view and below figure will appear.

    picklistdep1

  4. Once done, click the Save button.

Values in grey are selected and values in white are unselected.

Please note the following rules:
  • Click on the respective cell to change the mapping for picklist values of target field.
  • Only mapped picklist values of the Source field will be shown below (except for the first time).
  • If you want to see or change the mapping for the other picklist values of the Source field, then you can select the values by clicking on the Select Source Values button on the right side.
  • Selected values of the Target field values, are highlighted as Selected Values.

You can edit the picklist dependency by clicking on the edit icon provided for each picklist dependency.

picklistdep2

Once you are done with the changes, click on the Save button to save your changes to the picklist.

The module, the source field and the target field cannot be changed.


To delete the picklist dependency, click on the Trash icon and a pop-up will appear as shown below:

picklistdep3


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