Creating and Managing a Dependent Picklist

Dependent picklists enable you to create a relationship between two picklist fields on an object, where the selected value in the controlling picklist determines the available values in the dependent picklist. This feature is particularly useful for limiting the available choices in a dependent picklist based on the values selected in its controlling picklist. The dependent picklist maps the values in the controlling field to the corresponding values in the dependent field. Each value in the controlling field can have its own set of dependent values. For more details on creating a picklist, refer to the Creating and Managing a Picklist. For example, a Country object (e.g., USA) has two picklists named State and City.

• State (controlling picklist) contains different state name values, such as Alabama, Arizona, California, etc.
• City (dependent picklist) holds values such as Los Angeles, San Diego, San Mateo, etc.

Now, if you select California as the State, the City field contains such values as Los Angeles, San Diego, San Mateo, etc.

To create a dependent picklist

1. Log in to the Conga Platform as an admin user.
2. Click the App Launcher () icon from the top-left corner > Admin Console > Schema Manager.
3. Use Basic Search to locate the object to update. Click the object name to open the object's details.

4. Go to the Dependent Picklist tab and click Create Dependent Picklist.
   The Create Dependent Picklist screen appears.
   

5. Enter values in the following fields:
   

   

   Picklists must be created and associated with an object before you define their relationship.

   Field/Button	Description
   Controlling Picklist Field	Select a controlling picklist (e.g. Country). This field controls the values available in the Dependent Picklist field.
   Dependent Picklist Field	Select a dependent picklist (e.g. State). The values in this field change dynamically with the controlling picklist field selection. You can define multiple relationships between controlling and dependent picklist field items using these options:  Controlling Picklist Field Items: Select a controlling picklist field item (e.g. USA) from the list. This field controls the options available in the Dependent Picklist Field Items. Dependent Picklist Field Items: Select a dependent picklist field (e.g. CA, AL, AZ, etc.) item from the list. The values in this field change dynamically depending on the controlling picklist field item selection.
   Add New Entry	Click Add New Entry to add multiple controlling and dependent picklist field item relationships.
   Delete Entry	Click Delete Entry to remove controlling and dependent picklist field item relationships.
   Save	Click Save to save the dependent picklist.
   Cancel	Click Cancel to cancel the operation.

To update a dependent picklist

1. Click the More () icon for the relevant dependent picklist from the dependent picklist list and select Edit.
2. Edit the Controlling Picklist Fields Items and Dependent Picklist Fields Items fields.
3. Click Add New Entry to add another controlling and dependent picklist field item relationship.
4. When you are done adding entries, click Save.

To delete a dependent picklist

1. Click the More () icon for the relevant dependent picklist from the dependent picklist list and select Delete.
2. From the confirmation dialog, click Confirm.