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I am trying to filter the standard Type picklist on a standard object based on a field on the connected Account (if it is connected). Furthermore, this picklist has to be filtered on the initial object creation screen.

I tried creating a Formula Checkbox that is linked to the field on the Account but that Formula field is not available under the "Controlling Field" drop-down. Also, Type is not available as a Dependent Field, suggesting this overall idea will not work. Is there a way of doing this without building a VF page?

My backup plan is a validation.

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Unfortunately, controlling fields can only be picklists or checkboxes, and not formulas, lookups, or other types of values. You'll need to either use Visualforce, a validation rule, or a trigger.

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  • Thanks for confirming. You mention the use of a Trigger - would that only be effective for processing after saving much the like Validation Rule? Commented Nov 14, 2013 at 22:17
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    Correct. The point of the trigger would be only if the validation rule became so complex that it was impractical to manage. Customization over coding should be your mantra, but sometimes you have a situation so out of control that proper coding is the only way to go.
    – sfdcfox
    Commented Nov 14, 2013 at 22:19

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