Filtering Items in a Pick List

You can filter the items that are available in a pick list based upon the value of another pick list. For example, you can filter a pick list based upon account status. In order to filter pick list items, you must define which pick list the pick list items should be filtered by, and then define which value must be selected in order for a pick list item to be available.

To filter pick list items

1. If necessary, add the pick list.
2. Add or edit a pick list field.
   Not all fields can be edited.
   
   1. If necessary, click the Type drop-down arrow and select Pick List
   2. Complete any other information.
   3. In the Pick List Filter box, type the databinding that corresponds to the pick list you want to filter by. For example, Account.Status.
   4. Click the Pick List drop-down arrow and select the pick list you want to filter by. For example, Account Status.
   5. Click OK.
3. Open the Pick List Detail view for the pick list to be filtered.
4. On the Items tab, do one of the following:
   • Click Add to add a new item.
   • Click the Edit link for the item you want to define the filter value.
5. Complete any other information.
6. In the Filter box, type the value of the pick list value that must be selected in order for the pick list item to be available in the list.
   For example, if you want the pick list item to appear when the account status is equal to Purge, then type Purge.

   The value must be an exact match to the pick list item to filter by.

7. To make the same pick list item appear for a different value, click Save and New.
   You must create a separate pick list item for each of the filter values on which you want the pick list item to appear. For example, if you want a pick list item to appear in the list when the account status is equal to Duplicate, Purge, or Inactive, then you must create three separate pick list items with the same name and assign a different pick list value to each of them.
8. Repeat steps 5-7 until you have assigned all pick list items to the appropriate filter values.

9. Click OK.

Related Topics

What are Pick Lists?

Adding a Pick List

Deleting a Pick List