Generic Record Type Picklist

Controlling Picklist and Multiselect Picklist based on Record Types

Created by Ajaypreet Singh Saini


This Post was most recently updated on: 3/2/26
Current Version: 1.0.0


This Generic Record Type Picklist is a high-performance “all-in-one” component for Salesforce Screen Flows. It dynamically fetches and displays picklist and multiselect values based on a specific Record Type. Instead of building unique screens for different business processes, you can use this one component to ensure users only see the options they are allowed to select.


Core Features

Dynamic UI Switching: You don’t need two separate components for Picklist and Multiselect Picklist. ‘Multi-select Picklist’ property set to TRUE in the component property editor turns a standard dropdown (Picklist) into a beautiful Dual Listbox for Multi-select fields.

Record Type Intelligence: Filters values by Record Type ID, Developer Name, or Label, making it “Sandbox-to-Production” safe. 

Built-in Validation: Includes a custom validation engine that prevents users from proceeding if a required field is empty.

Metadata Synchronization: Automatically pulls Field Labels directly from your Object Manager settings (when API Name is provided), reducing manual configuration, but if needed, it gives you an option to override the Label.

Review Mode: Features a professional Read-Only display to show users their selections on summary screens without allowing edits.


Note:
This component acts as a normal Picklist or Multiselect Picklist if the “Record Type Needed?” property is not set (default value is FALSE).


If this “Record Type Needed?” is set to TRUE, then provide either the RecordType Name, RecordType ID, or RecordType DeveloperName in the “Record Type Identifier” input to convert this normal Picklist or Multiselect Picklist to be controlled based on Record Type.


Attributes

AttributeTypeNotes
INPUT
Default ValueStringSets the initial selection. For Multi-select, use semicolon-separated values (e.g., Option1;Option2).
Object API NameString(Required) The API name of the Salesforce Object (e.g., Account, Custom_Object__c).
Field API NameString(Required) The API name of the Picklist or Multi-select Picklist field.
Label OverrideStringCustom text for the field label. If blank, it defaults to the Field Label defined in Salesforce.
Inline Help TextStringText to display in the info-bubble next to the field label.
Multi-select PicklistBooleanSwitch between a Dropdown (False) and a Dual Listbox (True).
RequiredBooleanIf True, the Flow prevents navigation until a value is selected.
Read Only ModeBooleanDisplays the selected value as static text in a shaded box—ideal for summary screens.
DisabledBooleanGrays out the input, preventing any user interaction while still showing the current value.
Record Type Needed?BooleanSet to True to enable filtering of picklist values by a specific Record Type.
Record Type IdentifierStringThe ID, Developer Name, or Label of the Record Type used to filter the list.

Installation

Production or Developer Version 1.0.0

Sandbox Version 1.0.0


Release Notes

3/2/26 – Ajaypreet Singh Saini – v1.0.0

Initial Release


Previous Versions

3/2/26 – Ajaypreet Singh Saini – v1.0.0

Initial Release

Production or Developer Version 1.0.0

Sandbox Version 1.0.0


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Source Code