Fields: Scenario 2 Solution

The solution section provides an overview of how to solve this scenario, and why that solution was chosen.  The Solution Steps section immediately following outlines the exact steps used to replicate the solution.


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28 Responses to “Fields: Scenario 2 Solution”

  1. knowlgo April 28, 2017 at 8:33 pm #

    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?

    • JohnCoppedge May 12, 2017 at 6:13 pm #

      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

  2. eddiegcs October 6, 2016 at 7:06 pm #

    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.

  3. eddiegcs October 6, 2016 at 6:57 pm #

    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.

    • JohnCoppedge May 12, 2017 at 6:16 pm #

      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)

  4. July 8, 2016 at 8:08 am #

    It took a while before knowing how to apply the values but it works according to the steps.

  5. November 30, 2015 at 12:59 am #

    hi ,John
    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?


  6. Munira Majmundar November 5, 2015 at 12:02 am #

    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 🙂

  7. October 1, 2015 at 4:05 pm #

    Good exercise. Easy to follow.

  8. June 10, 2015 at 1:50 am #

    This was really easy!

  9. roma buckley June 8, 2015 at 4:07 pm #

    Hi John
    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
    – Cityworks
    – Maximo

    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
    – Oracle

    • JohnCoppedge June 10, 2015 at 11:23 pm #

      Not clear what you are trying to accomplish here – are you trying to set up a dependent picklist based on another selection?

  10. Farzana Hafiz April 26, 2015 at 12:23 pm #


  11. Maura McNulty April 13, 2015 at 5:19 am #

    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.

  12. mahalakshmi martin November 15, 2014 at 11:48 pm #

    Very Helpful ,Thanks

  13. Phil Sallaway October 24, 2014 at 11:32 pm #

    Great exercise, like the real world Hands on…. More of this would be good..! Thanks

  14. Chuck Fernald June 30, 2014 at 8:01 pm #

    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?


    • JohnCoppedge July 8, 2014 at 8:21 pm #

      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.

  15. Cary Phillips May 19, 2014 at 10:53 pm #

    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).


    • JohnCoppedge June 10, 2014 at 9:11 pm #

      Correct you would need to use a page layout or another method to hide the field entirely.

      • Ankur Jain May 19, 2015 at 6:44 am #

        Hi John,
        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.

        • JohnCoppedge May 19, 2015 at 3:46 pm #

          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.

  16. rajat verma March 16, 2014 at 11:54 am #

    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

    • JohnCoppedge March 16, 2014 at 7:45 pm #

      You probably have record types enabled – make sure the picklist values are also selected on the record type for that record.

  17. Mark Yetman February 27, 2014 at 5:54 pm #

    In the step: Add custom picklist field “Device OS”.
    There is a typo in step 4:
    OtherClick Next.
    Should be :

    Click Next.

  18. John Reed January 22, 2014 at 3:22 am #

    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?

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