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Neeraj KumarNeeraj Kumar 

How to display sub stages on opportunity page layout.


I want to display the sub stages on opportunity page layout, which look appealing. I have around 13 sub stages fields. I know the this can be display in one separate section and two or one column as per standard salesforce page layout. But is there any other way to display it on page layout.

I want to display all sub stages on the page layout but only related sub stage of selected stage would be editable other should be grayed out  (Not editable).

I also want to know, How generally display sub stages on opportunity page layout. If is there any specific way to show this, Please let me know?


Francis DelusongFrancis Delusong
I think dependency rules for your substages and selected stages would help you.
That way all the sub-stage fields can be displayed but only selectable based on dependency rules on stages and sub-stages.
Nebojsa ZgonjaninNebojsa Zgonjanin
Here you go:

Dependent Picklist Considerations

Available in: All Editions

Page Layouts and Leads are not available in

User Permissions Needed
To define and edit dependent picklists:“Customize Application”

Consider the following when defining dependent picklists:

Checkbox fields can be controlling fields but not dependent fields.
Converting fields
Convert your existing fields to dependent picklists or controlling fields without affecting the existing values in your records. Going forward, dependency rules apply to any changes to existing records or new records.
Default values
You can set default values for controlling fields but not for dependent picklists.
Field-level security
Field-level security settings for a controlling field and dependent picklist are completely independent. Remember to hide controlling fields whenever its correlating dependent picklist is hidden.
The import wizards do not consider field dependencies. Any value can be imported into a dependent picklist regardless of the value imported for a controlling field.
Lead conversion
If you create a dependency for lead fields that map to account, contact, and opportunity fields for lead conversion, create the same dependency on the account, contact, or opportunity as well.
Dependent picklists and controlling lead fields can be mapped to account, contact, or opportunity fields with different dependency rules.
Multi-select picklists
Multi-select picklists can be dependent picklists but not controlling fields.
Connect Offline
While controlling fields and dependent picklists are available in Connect Offline, the logic between them is not.
Page layouts
Make sure controlling fields exist on any page layout that contains their associated dependent picklist. When the controlling field is not on the same page layout, the dependent picklist shows no available values.
For visually-impaired users, make sure the dependent picklist is lower on the page layout than its controlling field.
If a dependent picklist is required and no values are available for it based on the controlling field value, users can save the record without entering a value. The record is saved with no value for that field.
Picklist limitations
Custom picklist fields can be either controlling or dependent fields.
Standard picklist fields can be controlling fields but not dependent fields.
The maximum number of values allowed in a controlling field is 300. In addition, if a field is both a controlling field and dependent picklist, it can't contain more than 300 values.
Before defining a dependency, make sure your picklist has at least one value; standard fields like Product Family do not contain any values until you add them.
If a standard controlling field relies on functionality that your organization decides to disable, the dependency rules for the picklist will go away. For example, if your organization disables the Self-Service portal and the Closed by Self-Service User is a controlling field, its dependent picklist will display all available values.
The following fields are not available as controlling fields:
Activity Fields
Call Type
Create recurring series of events
Show Time As
Contact Fields
Contact Currency
Custom Object Fields
Lead Fields
Unread By Owner
Record types
The values in your controlling fields are determined by the record type selected. The values in your dependent picklists are determined by the record type and controlling field value selected. In short, the values available in dependent picklists are an intersection of the record type and controlling field selections. For more information on record types, see Managing Record Types.