Fields Picklist Dependency

This feature lets you view and edit the Picklist Dependency (Controlling/Dependent Picklist) assignment for a custom Picklist field directly from the Fields tab.

Opening the Editor

In the Object Fields tab, right-click on a Picklist field that has a Controlling Field configured (i.e. it is a Dependent Picklist) and select Edit Dependency from the context menu.

This opens a dialog titled Edit Dependency - <Controlling Field> -> <Dependent Field> showing a Matrix Grid with Dependent Values as rows and Controlling Values as columns.

Filtering Values

You can narrow down the grid using the Controlling Values and Dependent Values filters in the toolbar.

Editing Assignments

Each intersecting cell shows whether that combination is Assigned (green) or Unassigned (light gray). You can change assignments in a few ways:

• Double-click any cell to toggle the assignment
• Select one or more cells, rows, or columns and click the Assigned/Unassigned icon buttons in the toolbar.
• Right-click for more options which allows you to change assignments in bulk

Changed cells are highlighted so you can see what has been modified. Click Revert to discard all unsaved changes.

Context Menu

If you right-click on the grid, it shows below menu which has many options to make assignment changes

Menu Item	What it does
Assign Selected Cells	Sets only the currently selected cell(s) to Assigned.
Assign Values	Opens a dialog where you can type/paste a list of Dependent Values, which are then assigned for the selected Controlling Value column(s). Useful for bulk-assigning many values at once without selecting each cell.
Assign Selected Columns	Sets every cell in the selected Controlling Value column(s) to Assigned, regardless of which cells were selected.
Assign Selected Rows	Sets every cell in the selected Dependent Value row(s) to Assigned.
Unassign Selected Cells	Sets only the currently selected cell(s) to Unassigned.
Unassign Values	Same as Assign Values, but sets the matched Dependent Values to Unassigned instead.
Unassign Selected Columns	Sets every cell in the selected Controlling Value column(s) to Unassigned.
Unassign Selected Rows	Sets every cell in the selected Dependent Value row(s) to Unassigned.
Copy from Column	Lets you pick another Controlling Value and copies its assignment pattern into the selected column(s). Handy when a new Controlling Value should behave like an existing one.
Copy from Row	Lets you pick another Dependent Value and copies its assignment pattern into the selected row(s).
Verify Assignments	Opens a read-only view to double-check the assignments for the selected Controlling Values before you save.
Select Rows	Selects all rows in the grid, without changing any assignments. Useful before choosing an Assign/Unassign toolbar action.
Select Columns	Selects all columns in the grid, without changing any assignments.

Copy from Column

This action shows the below dialog which lets you choose a Column (controlling value) and then it copies assignments of that column to currently selected columns. If you check Clear values before Copying, it unassigns all values from current selected columns before copying so after copying current columns will mirror exactly like how selected controlling value's assignments.

Copy from Row

This action shows the below dialog which lets you choose a Row (dependency value) and then it copies assignments of that row to currently selected rows. If you check Clear values before Copying, it unassigns all values from current selected rows before copying so after copying current rows will mirror exactly like how selected dependent value's assignments.

Verify Assignments

Verify Assignments accepts list of values and checks if those (and if required, only those) values are assigned. When selected, it shows below dialog where you can enter list of values and verify.

Preview Assignments

Once you have assigned, using Preview you can see how the picklist values are shown, and if required in the context of a Record Type as well.

Click on the Preview button and it shows the below dialog.

Export / Import

Use the Export menu to export the current assignments either as a Matrix (one column per Controlling Value) or as a List (one row per assigned combination) CSV file.

Use Import to load assignments back from a CSV file in either the Matrix or List format. You can choose to only apply changes for the Dependent Values present in the import file, or apply the import as a full replacement.

Saving

Once you are happy with your changes, click Save. This updates the field's valueSettings on the CustomObject metadata and deploys it back to the org. Click Revert first if you want to discard changes and refresh from the org before saving.