Pre-filtered picklists need an OR option, please!

[Anonymous]

(As posted in the Help Forum):

I really like the feature to be able to create subsets of a Workspace picklist by setting the filter function in set-up. However I understand it currently only allows for AND combinations not OR ones.

I want to create a picklist that covers 2 types of employees coded as PM or PD in their job title field. An employee in these groups can only have one of these codes. At present the filter seems to read as though it is set to filter people who have PM AND PD in their job title field - which will never happen.

However, the field where I want to use the picklist, needs to be able to select either a PM or a PD depending on how a certain project is being run. As far as I can see, the other workaround  - which would be to create a pre-filtered picklist for PMs and a separate pre-filtered picklist for PDs - can't work because a field can only be set to use one picklist at a time and not a combination.

If you can get this developed, it would be brilliantly useful all over our tenant.

Thanks,

Fiona

[nguyentru]

You have brought an interesting use case. Can you create 2 fields - one for PM and one for PD since these are 2 different groups.?

[Anonymous]

This has come from an internal business change.  A project used to have 1 PM and 1 or more PDs attached to it.  So yes, I had 2 separate fields for these groups with single and multi-select picklists.

Our internal structure has changed though, so that a PM can now also take the PD role on a Project (so now in the PD field I need to be able to choose form both PDs and PMs) or a PD can take the PM role on a Project.  Hence why both picklist fields need to be multi-select picklists choosing from a sub-selection of both PMs and PDs from the Employees' workspace.  

In this workspace though, a person's assigned job role can only be one or the other, hence why the OR option is required, as someone's Employee job role will never be PM AND PD.  Their job role doesn't change in itself, but they can assume the alternative job role within a Project when we need that flexibility (e.g. if it is a small project where 2 separate people are not required).

Hope that clarifies the use case for you.

Regards,

Fiona

[nguyentru]

Hi Fiona, I appreciate provided additional information and details. It is a good and valid request for feature enhancement. I will add this to our list of features. thanks, Trung

[benderk]

Hello - 

Due to the current direction of the product, we are not considering this idea for implementation at this time.  Thank you for your contribution, every idea is welcome.  We encourage your continued participation on the Idea Station.

Keri Bender | Global GTM Business Strategy Manager, Product Lifecycle Management