We have a few different teams in our organization that all use Timeline in Gainsight. We have added a picklist type field to help us define the activity sub-type. The problem is that the picklist has grown large, due to all of the different teams and use cases. We would love a way to dynamically filter a picklist field on Timeline based on the logged in user, profile, role, etc.
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Just so I understand this correctly, the picklist field "activity sub-type" has a lot of values, but for a given team member only some of those picklist values are relevant based on her profile, role etc. So you want a way to filter the values of activity sub-type picklist and show only the values relevant to the user in the filters, right?
Yeah, that's correct. Really this could apply to any picklist added to the Timeline layout. There are many values, and only a select handful of those values apply to each user's role.
It would be nice if there was a way to do conditional filtering, likely based off of the user's role, to limit the number of values that are available to choose from in a picklist.
I believe in Salesforce this is actually solved for by the use of record types, and that would certainly work well for this scenario too. We would just create a record type for each role/use case and then limit the available values for that record type as needed.
It would be nice if there was a way to do conditional filtering, likely based off of the user's role, to limit the number of values that are available to choose from in a picklist.
I believe in Salesforce this is actually solved for by the use of record types, and that would certainly work well for this scenario too. We would just create a record type for each role/use case and then limit the available values for that record type as needed.
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