The field dependency matrix lets you specify the dependent picklist values that are
available when a user selects each controlling field value. The top row of the matrix contains
the controlling field values, while the columns list the dependent field values. Use this matrix
to include or exclude values. Included values are available in the dependent picklist when a
value in the controlling field is selected. Excluded fields aren’t available in the dependent
picklist for the selected controlling field value.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
| User Permissions
Needed |
| To define picklist dependencies: |
Customize Application |
To include or exclude values:
-
Double-click values to include them. Included values are indicated with highlighting.
Double-click any highlighted values to exclude them.
-
To select a range of adjacent values, click a value and use SHIFT+click another value.
Then click Include Values to make the values available, or
Exclude Values to remove them from the list of available
values.
-
Click a value and use CTRL+click to select multiple values. Then click
Include Values to make the values available, or
Exclude Values to remove them from the list of available
values.
-
To select all the values in that column, click a column header. Then click
Include Values to make the values available, or
Exclude Values to remove them from the list of available
values.
You can change the values in your view.
- To view all available values at once, click View All.
- To view all the dependent values in that column, click Go To and
choose a controlling value.
- To view the values in columns that are on the previous or next page, click
Previous or Next.
- To view 5 columns at a time, click View sets of 5.
