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prithvi_vihari
prithvi_vihari
Helper ⭐️
August 13, 2019

[Posting on behalf of Customer]- Ability to restrict Picklist values on picklist fields in Call to A

  • August 13, 2019
  • 4 replies
  • 91 views
It might be a good idea to have the ability to restrict picklist values based on the CTA type so that we only get a limited number of choices on a dependent picklist field based on the choice of a certain CTA Type I have selected.

      4 replies

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      September 19, 2019
      Hi Prithvi,

      When you mean restrict picklist values, are there custom fields you have created? Or other standard ones like reason, status & priority?

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      December 2, 2019

      @prithvi_vihari Did you get a chance to view the comments by @aditya_marla ?

      prithvi_vihari
      prithvi_vihariAuthor
      Helper ⭐️
      December 2, 2019

      Hey @aditya_marla 

       

      Thanks for looking into this. I believe from what I remember the customer had custom picklist fields and wanted to restrict the values based on the CTA type.

       

      Best,

      Prithvi V

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      July 20, 2020

      Got it. As of today only the standard picklists (statys/priority/reason) can be restricted/configured based on CTA Type and we dont have it on our roadmap to extend it to custom picklists. Would you be able to share the example of the picklist that you want to control based on the type. One approach would be to have different picklists & add them to the layout based on the CTA type (this would make reporting slightly challenging but it will give some level of control based on the CTA type)

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