In this video we will show you how you can get a Picklist from Salesforce with its record type restrictions.
We will show you:
- How to drag a Dropdown element.
- How to remove all of its default items and sync it from Salesforce (so it populates the SLA picklist from the Account object).
- Two record types we have set up in Salesforce: RT (that has 4 items) and RT2 (that has 2 items).
- How to open the Get integration that was automatically set up by FormTitan and add the Record type filtering.
- Turn on the filtering and choose the how to filter: based on a hidden field or a static value you enter.
- In this example we've already added two hidden fields that store the record type IDs. - so we'll choose one of them (RT2).
- How to test the form and see that you have 2 options in the picklist.
- How to change the mapping to : RT and see that now 4 items are displayed in the dropdown.
In addition:
We will show you how this works seamlessly with dependant fields as well.
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