Creating Dependent Dropdown Lists
The procedures in this section provide high-level steps for creating dependent dropdown lists. To understand the process, you should be familiar with creating custom lists, custom record types, and custom transaction types.
For a detailed example, see Dependent Dropdown Lists Example.
To create a field that's filtered by multiple other List/Record fields, follow these steps:
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Creating the Custom Lists and Custom Record Type for Dependent Dropdown Lists
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Creating Custom Fields and Setting up Filtering for Dependent Dropdown Lists
There may be situations where creating a hierarchical custom record is a better approach than creating a dependent dropdown list. For a comparison of the two approaches, see the following video.