How Dynamic Choice Lists Show Options

Dynamic choice lists display options in several ways:

• Autofilling with default values

• Showing inline suggestions, based on certain conditions, especially when Advanced Share mode is enabled

• Showing a search list powered by Adaptive Search

• Rendering a smart list when you haven't entered any search keywords

Note: Dynamic choice lists with simple and advanced filters aren't supported in the Microsoft 365 add-in. If you add such a dynamic choice list to an edit page in the mobile application, it displays all the values in the list, not just a filtered list. On selecting a value that's not in the filtered list, you see an error when saving the record.

This table explains how the different dynamic choice lists display options in Advanced Share mode and in the create or edit mode.

Dynamic Choice List	Advanced Share Flow	Create or Edit Record Flow
Account	Auto-filling: The add-in auto-fills an account name, based on the primary contact that's selected. Inline suggestions: When you click the field, it shows a list of primary accounts of the contacts on your email or meeting as inline suggestions.	The auto-filling, Adaptive Search, and smart list act the same way as described in the column, Advanced Share Flow. The difference is, you don't get inline suggestions in this mode.
Primary Contact	Auto-filling: The add-in auto-fills the name of the contact you selected in the home page, as your primary contact. If you have selected a resource or person not in sales application, the add-in auto-fills the name of first contact found on the email or meeting. Inline suggestions: When you click the field to change the auto-filled primary contact, the add-in shows inline suggestions.	No auto-filling Inline suggestions: When the account is selected: The add-in shows the list of contacts related to that account as inline suggestions. When the account isn't selected: You don't get inline suggestions. Move on to search or smart list.
Activity Contact	Auto-filling: The add-in auto-fills other contacts on the email and meeting. No inline suggestions.	No auto-filling No inline suggestions
Opportunity	No auto-filling Based on the contact selected, inline suggestions appear when you click or tab into the Opportunity field. Tip: If you're tabbing into the field using a keyboard, press the down arrow to see the inline suggestions. For email and appointment share, when you click or tab into the Opportunity field, the inline suggestions are based on the account selected, not the contact.	No auto-filling Inline suggestions available if an account is selected.
Lead	No auto-filling Based on the contact selected, inline suggestions appear when you click or tab into the Lead field. Tip: If you're tabbing into the field using a keyboard, press the down arrow to see the inline suggestions. For email and appointment share, when you click or tab into the Lead field, the inline suggestions are based on the account selected, not the contact.	No auto-filling Inline suggestions available if an account is selected

Note: Adaptive Search and smart lists are same for all these fields. See the other search-related topics in this chapter to learn more about them.