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Make Active Picklist Values Visible on Desired Record Types

Goal

Different record types require different  picklist values. Set the picklist values availabitlity from the object manager in your org.

After reading this article you will be able to:

  • Navigate to object record type picklist fields
  • Make active picklist values visible on desired record types

 

Step One : Navigate to the Object Record Types Picklist Fields

  1. Click the Setup gear icon.
  2. Select Setup.
  3. Click Object Manager.

1 picklist values - object manager.png

 

  1. Enter <desired object> in the quick find area.
  2. Click the desired Object.

2 picklist values - object.png

 

  1. Click Record Types.
  2. Select desired record type by clicking the Record Type Label.

3 picklist values - record types.png

 

  1. Click Edit next to the desired picklist field.

4 picklist values - picklist field.png

 

Step Two: Make Active Picklist Values Visible on Desired Record Types

  1. Select the desired values.
  2. Click Add.

5 picklist values - field values.png

 

  1. Once all the desired field values have been selected click Save

6 picklist values - save.png