Question:

Is it possible to set a default picklist value for a specific record type in CRM? How do I do this?

Answer:

Yes, it is possible to set a default picklist value for a specific record type.  It's also possible to select available and unavailable values in a picklist for a specific record type.  This can be accomplished with the following instructions:

1. Log into the CRM org as an administrator.
2. Navigate to Setup --> Create --> Objects.
3. Drill into the object in question.
4. Scroll down to the Record Types related list.
5. Drill into the record type in question.
6. Click Edit next to the desired picklist in the Picklists Available for Editing related list.
7. Move the desired picklist values for this record type to Selected Values while leaving the undesirable. picklist values in Available Values.
8. Set the Default picklist value at the bottom of the page.
9. Click Save.
10. Clear the Veeva Cache.

Related Documentation:

N/A

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Thank you