Filtering items in a pick list

You can filter the items that are available in a pick list based on 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 define which value must be selected for a pick list item to be available.

To filter pick list items:

Add the pick list if required.
Add or modify a pick list field.
Note: Not all fields can be modified.
- Select Pick List from the Type field, if required.
- Complete any required information.
- Specify the data binding that corresponds to the pick list you require to filter by in the Pick List Filter field. For example, Account.Status.
- Click Pick List and select the pick list you require to filter. For example, Account Status.
- Click OK.
Access the Pick List detail view for the pick list to be filtered.
Click Add to add a new item on the Items tab.

Note: You can also click the Edit link for the item you require to define the filter value.
Complete the required information.
Specify the pick list value that must be selected in order for the pick list item to be available in the list in the Filter field.
For example, if you require the pick list item to display when the account status is equal to Purge, type Purge.
Note: The value must be an exact match to the pick list item to filter.
Click Save and New to make a pick list item available for multiple values.

Note: You must create a separate pick list item for each of the filter values on which you require the pick list item to display. For example, if you require a pick list item to display in the list when the account status is equal to Duplicate, Purge, or Inactive, 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.