1. SuiteCloud Platform
  2. Customization
  3. Custom Fields
  4. Creating a Custom Field
  5. Dependent Dropdown Lists
  6. Creating Dependent Dropdown Lists
  7. Creating Custom Fields and Setting up Filtering for Dependent Dropdown Lists

Creating Custom Fields and Setting up Filtering for Dependent Dropdown Lists

You use the custom list and custom records created in Creating the Custom Lists and Custom Record Type for Dependent Dropdown Lists to create and add custom fields to the transaction type or other record type. Using the shirt example, you'd create fields for Shirt Color, Shirt Size, and Shirt Style and apply them to Sale Item. You set up the filtering options on the dependent field, in this case Shirt Style.

To create custom fields and set up filtering:

  1. Create a List/Record type custom field for each controlling field.

  2. For the dependent field, create the same type of List/Record custom field that you created for the controlling fields.

    In the List/Record field, select the custom record type you created in Step 2 of Creating the Custom Lists and Custom Record Type for Dependent Dropdown Lists.

  3. Click the Sourcing & Filtering subtab, and complete the following steps:

    1. In the Filter Using column, select one of the controlling fields.

    2. In the Compare Type field, select the qualifier you want to use to determine the filtering. For example, if you want the selections in the fields to match, select equal.

    3. In the Compare To column, select the field on your custom record type that refers to the field you selected in the Filter Using column.

    4. Repeat these steps for each controlling field.

    5. Click Save.

You can create multiple layers of dependencies. For example, you could have another field that filters based on your Shirt Style field selection. You must create a custom record type for each additional dependent field in the same way you created the Shirt Style custom record type.

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