Filter Timeline Picklist Values By Logged in User

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  • Updated 3 weeks ago
We have a few different teams in our organization that all use Timeline in Gainsight. We have added a picklist type field to help us define the activity sub-type. The problem is that the picklist has grown large, due to all of the different teams and use cases. We would love a way to dynamically filter a picklist field on Timeline based on the logged in user, profile, role, etc.
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Jordan Cook, Employee

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Posted 3 weeks ago

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Venkateswara Reddy Kasireddy, Product Manager

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Just so I understand this correctly, the picklist field "activity sub-type" has a lot of values, but for a given team member only some of those picklist values are relevant based on her profile, role etc. So you want a way to filter the values of activity sub-type picklist and show only the values relevant to the user in the filters, right?
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Jordan Cook, Employee

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Yeah, that's correct. Really this could apply to any picklist added to the Timeline layout. There are many values, and only a select handful of those values apply to each user's role.

It would be nice if there was a way to do conditional filtering, likely based off of the user's role, to limit the number of values that are available to choose from in a picklist.

I believe in Salesforce this is actually solved for by the use of record types, and that would certainly work well for this scenario too. We would just create a record type for each role/use case and then limit the available values for that record type as needed.