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 on account status. In order to filter pick list items, you must define the pick list from which items must be filtered by, and then define which value must be selected for a pick list item to be available.

To filter pick list items:

If required, add the pick list.
Add or edit a pick list field.
Not all fields can be edited.
1. If required, select Pick List from the Type field
2. Complete any other information.
3. In the Pick List Filter field, specify the databinding that corresponds to the pick list you want to filter by. For example, Account.Status.
4. Click Pick List and select the pick list you want to filter by. For example, Account Status.
5. Click OK.
Open the Pick List Detail view for the pick list to be filtered.
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.
Complete any other information.
In the Filter field, specify 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.
Note: The value must be an exact match to the pick list item to filter by.
To make a pick list item available for multiple values, 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.
Repeat steps 5-7 until you have assigned all pick list items to the appropriate filter values.
Click OK.