SETUP and GOAL
I have a controlling field TYPE with a dependant field SUBTYPE. I want to add two options in the dependent field that is only visable to 1 record type (or a defined set of profiles).
Confusion
My boss, said we can do this- since we’re making additions to only 1 controlling field column. I thought this was not possible because if you make these additions availible to a controlling field option (via the field dependency matrix), then anyone who can see that controlling field (via record type) should see the options. (the intersection thing from https://login.salesforce.com/help/doc/en/fields_dependent_field_considerations.htm )
Questions:
I don’t get why this is possible (i’m thinking in terms of set theories here) and moreover how to do it.
Thanks,
-Das Noob.
Record Type rules over dependancies…
Record Type 1 has
Type
TA
TB
SubType
STA1
STA2
STB1
STB2
Record Type 2 has
Type
TA
TB
SubType
STA1
STB1
So for nothing to do with dependancies!
So these above are what people can see for each record type…now let’s add dependancies…
We’ll make STA1/STA2 dependent on TA
We’ll make STB1/STB2 dependent on TB
Fine!
Record Type 2 can still NOT see STB2 hey select TB! (record type restriction)
Record Type 2 can ONLY see STB2 IF they select TB! (dependancy)
So just add your 2 values to SUBTYPE.
Make those 2 values visible to the proper Record Type.
Edit your dependancies (and don’t think about Record Types, just make the dependancie).
Now log in as User 1 and test.
Now log in as User 2 and test.
You should be good to go!
When it doubt, test it out!