Table of Contents

Search

  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Show List: Picklist for Field

Show List: Picklist for Field

Record types are information that you associate with objects that let you select some of the objects. For example, suppose you have "On the Road" and "In the Office" records types for a lead. Your
process
can use these values to select what other information it should display. If the record type value is "On the Road", you could have a picklist with values A, B, and C. If the value was "In the Office", picklist values could be C, D, and E.
Use this option when using a "Create"
Service
step with a dependent picklist. While Object Type and Field Name are automatically filled in, you will need to enter a Controller Value. If the user will fill in the field containing the record type, set the Source to Field and also select the appropriate field that this is dependent on. If it is Content just enter its value.
For example, you have a Create Lead
Service
step that has a "Business Sector" picklist and an "Industry" picklist dependent on it. When the user selects "Technology" from the "Business Sector" picklist, Process Designer can display values set for that sector in the "Industry" picklist, values such as "Computer Hardware" and "Biotechnology." In order for this to operate correctly on the Create screen, you must edit the field properties for the "Industry" field and change the Controller Value" to Field and select "Business Sector" as the field.
Your options when you select Picklist for Field are:
  • Object Type
    : The object type containing the object field. This should already be filled in correctly, so you don't need to change it.
  • Field Name
    : The name of the field that defines the picklist values. This should already be filled in correctly, so you don't need to change it.
  • Controller Value
    : For dependent picklists to display correctly, fill in this controller value. Setting this value to be content is not a good idea since the ID for a record type would be different when used in sandbox and or in the product. What you should do is use a query to dynamically set the controller value. This query must return just one value.