Creating the Custom Lists and Custom Record Type for Dependent Dropdown Lists
To understand how the dependent dropdown list feature works, it helps to think in terms of controlling fields versus dependent fields. Controlling fields determine the selections available in dependent fields. For instance, you could have Shirt Color and Size as controlling fields and Shirt Style as the dependent field. The available shirt styles depend on the selected color and size.
Before you can create fields that filter based on selections you make in other fields, you have to create a custom list for each controlling field. Then you create the custom record type for the dependent field. You'll use these custom lists and custom record type when creating fields for transaction types or other record types.
To create the custom lists and custom record type:
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Create a custom list for each controlling field.
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Create a custom record type whose field provides the options to be available in the dependent field. The custom record type must contain List/Record fields that reference the custom lists you created for the controlling fields in the preceding step.
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Create a custom record instance for each option you want to appear in the dependent field.
Next, you can create the necessary custom fields and filtering. For more information, see Creating Custom Fields and Setting up Filtering for Dependent Dropdown Lists