Case (parent object)

Details Summary (child Object)

Relationship (Master-details)

Can control child record picklist value hide based on the parent record type.

On case object there are many recordtype for example a,b,c,d in child object i have a picklist in that i need one value "Sla Large" but show this value for a,c record type(parent record type) only without creating a new field on child object.


I dont think its possible to with configuration ways. Options i can think of are

1.Add validation rules on child object based on parent record types to restrict values(reactive approach)

2.Override the record creation on child object with a custom VF page or lightning component and constrain values through code

| improve this answer | |
  • actually i got this answer on success.salesforce.com/answers?id=90630000000CiToAAK but in this they added one new piclist value which i dont want to create. and second thing if we create this new field then the problem is in case in future new record type created then i need to add in child record as well and need to dependent as well – cloudZigZag Mar 12 '18 at 11:26
  • @cloudZigZag,True but if its a limitation you may have to use one of the workarounds. Hope there is a better solution – RedDevil Mar 12 '18 at 11:35
  • how can i get parent record type name in child validation rule. i have tried $RecordType but its not working – cloudZigZag Mar 13 '18 at 6:50
  • i have tried this OR(Case__r.Record_Type_Name__c <> 'A', Case__r.Record_Type_Name__c <> 'C') but its showing error Error in referenced formula Case__r.Record_Type_Name__c, Field $RecordType.Name does not exist. Check spelling – cloudZigZag Mar 13 '18 at 7:22

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