Filter per Record Type

Business Background

In Salesforce, you can have all your picklist values organized by record type so that you can work seamlessly with the relevant values.

Titan Solution

Titan Web offers you the option to filter the values on a drop-down list based on the record type in Salesforce, ensuring that only the picklist values relevant to a record type are shown.

How to Video

Coming soon!

How to Guide

  1. Click the expand (+) icon next to the settings icon in Titan Web. A list of elements will show.
  2. Click on the Input option.
  3. Drag and drop a drop-down element on the canvas.
  4. Select the Dynamic Values radio button and click the Sync from Salesforce button.
Dynamic Values radio button
Dynamic Values radio button
  1. Use the drop-down lists to select the object and field and click the Apply button.
Sync form Salesforce
Sync from Salesforce
  1. Click the Salesforce option and then click the Gear icon of the Salesforce picklist Get integration that was automatically created.
Picklist integration
Picklist Get integration
  1. View the object settings and the mapping.
Object settings and mapping
Object settings and mapping
  1. Click the Advanced option.
  2. Click the Record type filtering checkbox to enable the option.
  3. Use the drop-down list to select the record type. The options include the following:
  4. Click the Apply button.
Advanced option
Advanced option

The record type will be filtered according to the option you configured here.

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