filtered picklist for custom field?

Marianne Miller

Is it possible to have a custom field shared across projects that filters and presents values that are specific to the project you are in?

For example, we have custom field for Application that lists all the possible applications available in that project to break out the type of work that the team may have to complete.  Our Salesforce project may have CRM, Community, Pardot, etc

The same field is shared across our Workday project, and may only need to display HCM, Finance and Student.

 

Rather than have this field support an exponentially large picklist, what is the best way to ensure that each projects only see the applications that are relevant to their work?

 

Thanks in advance,

 

Marianne Miller

Nic Brough -Adaptavist-

Yes, sort of.

You can create one single field called "application", but give it many contexts - one for each project (or group of projects).

The reason I say "sort of" here is because it's not one list of options, modified by project, it's a set of independent lists of options.  This means if two projects have an application in common, the options for them are separate.  For example, if you have "Jira" on the list for HR and Salesforce, despite the same name, the two Jira options are totally independent and report separately.