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:

  1. Creating the Custom Lists and Custom Record Type for Dependent Dropdown Lists

  2. 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.

Related Topics

General Notices