1 Minute Tips

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

/ 22 Comments / Flows, SalesforceWinter23

#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

22 thoughts on “#SalesforceWinter23 – Filter Your Picklists By Record Type in Flow Screens”

  1. Renan

    Hi ASAGARWAL!

    Thanks so much for your help. I was able to follow your steps and to filter the Picklist Choice. However, when I try to create a record, I’m not being able to call this picklist variable that was choosen on the acreen element. Would you have an insight about how to to It?

    Reply
  2. saurabh

    Hi, thanks for this useful blog. I have a scenario where I have 3 record types (say r1, r2, r3 ). But I don’t want the user to have the ability to select record type in a screen flow, I just want the picklist value for r2 shown to him for selection, all the time.

    Reply
    1. asagarwal

      Hi Saurabh,

      I have created another blog post “How to Show Picklist Values by Record Type in Screen Flow”, which is available at URL https://www.asagarwal.com/how-to-show-picklist-values-by-record-type-in-screen-flow/.

      In this step-by-step guide, we are creating a resource of “Record Choice Set” type to display record types that should be displayed to the user. You can specify your condition in the definition of this resource to show only the values that you want to show.

      Reply
  3. Cathy W

    Thank you, this is very useful. Unfortunately there doesn’t seem to be a way to require the picklist field to be populated on the screen. In my use case this picklist is only required for certain Record Types.

    Reply
    1. asagarwal

      Hi Cathy, there are two ways to make the picklist field mandatory for certain record types.

      1. Make it mandatory using the “validation rule” on the field.
      2. Or, when the user clicks on the “Next” button in screen flow, check if the value has been entered or not based on required logic and display an error message asking user to go back and fill the field.

      Reply
      1. Vishwa Tej

        Hi,
        I understand that we can display the error message but we can’t get the users input back right? They have to type down the inputs again since the screen component starts again. Any insights on how i can handle this issue?

        Reply
    1. asagarwal

      Hi Guillermo,

      If you can set the record type id before the screen element in the screen flow, then you don’t need two screens. However, if you want the user to select the record type in the screen flow itself, then you need to test whether you can do it in the same screen or whether it will require two screens. I haven’t tested this so won’t be able to give you a definite answer.

      Reply
      1. Santhosh

        Can you please help on how to set the record type id before using the picklist value, if we are getting the recordtype input in the flow only.

        Reply

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