#SalesforceWinter23 – Filter Your Picklists By Record Type in Flow Screens

#1MinuteTip #SalesforceWinter23 Now you only see relevant picklist values when using Dynamic Forms for Flow. Previously, all the picklist values for a field appeared, regardless of whether a record type was provided, and could show irrelevant values.

1. First, create a Screen Flow to allow users to select a Record Type and set the record type ID for the record variable before using the picklist in a Screen element.

Filter Picklist By Record Type in Screen-Flow

2a. When users select ‘Customer’ record type, Flow will display the Industry Picklist Values for Customer Record Type.

Filter Picklist By Record Type in Screen-Flow

2b. When users select ‘Vendor’ record type, Flow will display the Industry Picklist Values for Vendor Record Type.

Filter Picklist By Record Type in Screen-Flow

References & Useful URLs

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