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I did everything correctly but I didn’t edit the page layout. When i edited the Cases in customize it brought up the existing Case layouts when i completed adding the picklists. Did I miss a step even though it amounted to the same answer?
If it works then perhaps 🙂 I’m not clear on exactly what you did but the config for the page layout and for the fields is independent, so you can set up the field and later add it to the page layout
To make Device Type a required field when “Website” is selected as a case Type, go to the Page Layout for Cases, go to Device Type and click on the wrench icon (settings) and check the box for required. Ditto for OS Type.
How would you make Device Type a REQUIRED field (with the red vertical bar to its left) to ensure that if CASE TYPE = Website that one of the values in the the Device Type field is selected before a new case can be created? Ditto for Device OS field once Device Type is selected.
To make a field required you can either make it required for all values (on the page layout) which will give a red bar or use a validation rule which will not (but will let you establish conditions such as if X=Y then require Z)
It took a while before knowing how to apply the values but it works according to the steps.
Here while creating first field as “Case Type”
i don’t see any option Case type in data type …,
am i missing something here,
But ya sure i made that field as picklist data type…
Am i ok to do as current requirements?
Great exercise! I had practice control field and dependent field relationship. It this was different and fun because a dependent file also then becomes a controlling field for another dependent field 🙂 Had not tried that before 🙂
Good exercise. Easy to follow.
This was really easy!
I am trying to do another scenario similar to the above scenario that I was hoping to get your help on –
I am trying to put a pick list in the account object under the additional information section as follows
I was trying the steps above but was struggling to get it to show up on that section of the page – any help you could give would be great
Not clear what you are trying to accomplish here – are you trying to set up a dependent picklist based on another selection?
I needed this refresher especially on adding to “types”. I got stuck for a while because I hadn’t added Device type and device OS to the page layout.
Very Helpful ,Thanks
Great exercise, like the real world Hands on…. More of this would be good..! Thanks
Previously, we’ve been using custom text picklists for state and country values and had the North American Time Zones set as a custom dependent picklist for leads and converted/created accounts. Pretty straightforward stuff. We recently decided to enable SFDC’s State & Country picklists so we could centrally manage these selections. I’ve been unsuccessful in recreating this feature using the system Country/State/Province codes. What solution would you recommend?
How does this relationship work between fields? Does the state drive what time zone is selectable?
Can’t the standard state & country fields once converted to picklists create a dependency as the custom fields had previously (haven’t tested this one personally)? You would need to remove any existing dependency relationships first before creating a new one with the standard fields.
I noticed the dependent field for device type is viewable but greyed out unless I select website as the controlling field. I take it the only way to keep the device type field completely hidden rather than just greyed out is to create a custom formula to hide it? (Just don’t like fields shown, greyed out or otherwise, if they’re not being used. Adds clutter).
Correct you would need to use a page layout or another method to hide the field entirely.
It would be great if you describe the pagelayout or “another method” to hide the fields.
I dont think we can do it with page layouts.(or Can we ?? 😉 )
It would really be great if you point in right direction.
You can use a page layout to remove the field entirely – but to have the field conditionally removed based on the selection of another field… that would require visualforce.
Hi John I did everything but when I run the test the type field isn’t there. Device type and device o.s fields are there and I can’t do anything with them
You probably have record types enabled – make sure the picklist values are also selected on the record type for that record.
In the step: Add custom picklist field “Device OS”.
There is a typo in step 4:
Should be :
Thanks Mark, updated.
i have a brand new Developer Edition. The Type field was not on my default new Case Page Layout. You might want to add a step for that?