1. Implementing Project Execution Management
  2. Create a Dependent Dynamic Choice List

Create a Dependent Dynamic Choice List

You can create a dependent dynamic choice list where the value of one dynamic choice list is dependent on another dynamic choice list. As a prerequisite you must create two dynamic choice lists. Suppose you:

  • Create Tracking Project field based on Related Object Project under the Project Issue standard object.

  • Create Tracking Task field based on Related Object Project Task under the Project Issue standard object.

  1. Open a dynamic choice list field in edit mode. For example, Tracking Task.

  2. In the Basic Information > Constraints > Depends On, select the first dynamic choice list. For example, Tracking Project field.

  3. Click Next.

  4. On the List of Values page, in the Data Filter section, enable Advanced Filter.

  5. Click Add Bind Variable and select Create new bind variable option.

  6. Enter a variable name and click OK. For example, enter Project_Name.

  7. Click Add Search Field and select a value from the list. For example, select the value Project_Name. The value displays in the text box below the Add Search Field.

  8. Append equal to (=) sign to the value in the text box below the Add Search Field . For example, Project_Name=.

  9. Click Add Bind Variable and select the value created in step 6. The text box below the Add Search field now shows an expression. For example, Project_Name=:Project_Name.

  10. Once you create the expression, you can view a table with the Variable Name and the Expression field.

  11. Click the xyz icon below the Expression text box that opens the Expression Builder window.

  12. In the Expression Builder window, click Show/Hide Expression Palette icon.

  13. Open Fields tab.

  14. Expand the object under which you created the dynamic choice lists and select a dynamic choice list. For example, expand Project Issue and select Tracking Project.

  15. In the Fields table, select the field and click Insert to provide a value to the bind variable. For example, select Project Name field. An expression displays in the left pane.

  16. Click OK.

  17. Click Submit.

  18. Add both the dynamic choice list to the appropriate pages. If you are adding fields to a standard object, then you will have to duplicate the predefined layout and edit the duplicate layout. For example, add the Tracking Project and Tracking Task field to the Manage Project Issues work area. You can now track an issue against a task within a specific project.

  19. Go to the work area, test your changes, and publish the sandbox.