How to use multi-select picklists in dynamic form field visibility filters



Requirement Overview

  • In this post, we are going to discuss how to use multi-select picklists in dynamic form field visibility filters. I have implemented this in my POCs and it is the recommended way of approaching this limitation. Lets dive in and jump directly to the solution provided.

Solution Approach

For solving the requirement ,we will first of all create a text formula field to convert the multi-select picklist selected values into a string and then based on that implement the show/hide of quick action.

Demo

Below are the steps provided to follow the requirement.

  1. Create a formula type field having return type as text.
  2. Paste the below formula in the advanced formula section.
  3. Update the formula based on your need.

Formula(text)

You can fetch the raw code reference in the image here

We can use the formula field and check if it contains a value for example
Record.FormulaFieldName contains Demo1;
OR/AND
Record.FormulaFieldName contains Demo2;

Conclusion

Basically dynamic form features allow you to create a dynamic user experience by showing or hiding fields based on certain criteria. We can use the formula field and make it work as expected in the requirement.

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Adil Ansari

Md.Adil is a Senior Salesforce developer, a Computer Science graduate working on the Salesforce platform and providing customer solutions using force.com as a Salesforce consultant/developer. He is the founder of SalesforceBitsandBytes blogging site. He shares unique real time posts on different Salesforce implementations, the source code available on this SalesforceBitsandBytes blog is fully tested in the development environment.

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