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How to limit dropdown options based on another field within same module?

Question asked by Colin Schouten on Sep 2, 2016
Latest reply on Dec 7, 2016 by Francesca Shiekh

I am trying to limit dropdown options for a field in the Revenue Line Items modules based upon another dropdown value to its associated Opportunity.

 

For example, if a dropdown field in an Opportunity record has a value of "Program A", I want a dropdown field in the associated Pipeline record(s) to have a restricted dropdown value list (perhaps "Program A1","Program A2") based on the Opportunity field (much like you can change visibility for dropdown based on role, but in this case, it's a field in an associated module).

 

I've tried to create a custom Dependency for the Revenue Line Items module, but I noticed it only really works if all the fields are in the same module.

 

Does anyone have any recommendations going about doing this? Is it even possible to limit dropdown options based on another field within the same module or for that matter, an associated module?

 

Any assistance is greatly appreciated. Thanks! 

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