While a user is editing a table row, I am trying to use the slection of two field to control selection in a third

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  • Updated 3 years ago
We've built a custom corrective action process where within a table different business unit (field1.....cable plant, hardware plant, etc.) would select responsible area (field2....quality, manufacturing, engineering, etc) and then a problem cause (field3).  So we need to have the problem cause dependent upon the responsible area which is your standard SF dependent picklist.  My issue is that I also need the problem cause dependent on the business unit since each (as an example) would not have the same problem cause when the responsible area is quality. I am thinking a snippet might help with setting field 3 after fields 1 and 2 are set but need this to happen as the row is edited. I could have the relationship in the snippet....putting in a custom object querying is even better from a maintenance standpoint.
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Eric Tuggle

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Posted 3 years ago

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Bill McCullough, Champion

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Eric...I think you can use a row action to achieve what you are after.  Here is an example where I use the change in one field, grab the value, query a model to bring back the data I want, and then update another field on the same row in the table.  In this case I am using the PriceBook2Id to get the price and description from the PriceBook object.