How To Show Picklist Values by Record Type in Screen Flow

Salesforce Winter ’23 introduced a feature in Salesforce Flows to display the picklist values based on the Record Type in Dynamic Form for Flow. Prior to this, all the picklist values for a field appeared, regardless of whether a record type was provided, and could show irrelevant values.

But configuring this is slightly tricky. In this step by step, we will take a look at how to create a dynamic form in Screen Flow to show only the relevant picklist values based on the Record Type.

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5 thoughts on “How To Show Picklist Values by Record Type in Screen Flow”

  1. I want to filter a custom picklist from the Task Object based on RecordType in a flow but cannot figure out how to do that. Can you point me in the right direction?

  2. newton_spellman

    Thank you for sharing this flow instruction. The instructions worked flawlessly for my org, and were adapted for use on our Lead object and corresponding Lead Source record type picklists which are customized for a specific Lead type being created (3 choices: INV, D2S, I2S – each having it’s own Lead Source picklist). However, after successfully configuring and running the flow, the Lead Source picklist user selection never gets passed to the Lead Source field when the form is finished – no debug errors either. Any ideas?

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