Dependent Dropdown Lists
You can use a custom field of type List/Record to create dependent dropdown lists. Dependent dropdown lists enable you to filter the choices in a list based on the selections in one or more other fields. For example, you can add two custom transaction line fields to a transaction form and another field that is filtered based on the selections in the other two.
To understand the content in this topic, you should be familiar with creating custom lists, custom record types, and custom transaction types. For more information, see the following help topics:
To set up field dependencies, you use the Compare To Field column on the Sourcing & Filtering subtab on the custom field page. Use the Compare To Field column to compare values entered in multiple fields on a transaction type or other record type with the values defined on a custom record.
The following screenshot of a Transaction Line Field page for Shirt Style shows the Compare To Field setup.
To understand how the feature works, it helps to think in terms of controlling fields versus dependent fields. Controlling fields are used to determine the selections that are available in dependent fields.
For example, you have a Shirt Style transaction line field that filters according to the selections in the Shirt Color and Shirt Size transaction line fields. Shirt Color and Shirt Size are the controlling fields. Shirt Style is the dependent field. You create the Shirt Style field on the custom record type.
For an example that illustrates the use of multiple dependent dropdown lists, see Creating Dependent Dropdown Lists.
Related Topics
- Creating a Custom Field
- Creating Custom Fields by Type
- Assigning Custom Fields to Specific Record Types
- Setting Display Options for Custom Fields
- Setting Validation and Defaulting Properties
- Setting Sourcing Criteria
- Sourcing and Filtering Examples
- Setting Filtering Criteria
- Restricting Access to Custom Fields
- Restricting Access to Employee Custom Fields
- Creating Read-Only Custom Fields
- Adding Translations for Custom Fields
- Adding Custom Fields to Transaction Forms
- Tracking Changes to Custom Fields