Control picklist values visibility

Question

I have a custom object called "A".

I have a custom object called "B".

Custom object "B" is related to custom object "A" via lookup field.

In custom object "A" as well as in custom object "B" I have a plicklist status field with values:
Open
Active
Closed

If "A" record status is set to Open I need it's child related "B" record status to allow only statuses Open and Active to be visible. Status Closed must be hidden in the "B" record.

If "A" record status is set to Closed I need it's child related "B" record status to allow only status Closed to be visible. Statuses Open and Active must be hidden in the "B" record.

Please advise how it can be achieved.

Answer 1

You could use record types to achieve this. On object ‘A’s’ open and active update the child record’s record type that has only open and active in the picklist values. Similarly when the status is Closed update the child record type that would have only Closed as an option. So you would need two different record types to accomplish this.