I would like to have dependent drop downs based on the following (see photos for reference)
I'd like to choose a type of lead, the next Status box will populate and show only the options for the type of lead. As you can see I have 3 lists based on lead type.
For some reason I cannot figure out the proper setup for this.
Solved! Go to Solution.
In general, you can have Status table set up as follows.
Then you can refer columns [Type] with valid_if of Status[Type] and [Status] column as Status[Status] in the other table wherever you wish to refer the type and status
ID | Type | Status |
1 | construction lead | new lead |
2 | construction lead |
follow up |
3 | construction lead |
set up in system --> trigger |
4 | construction lead |
closed lost |
5 | construction lead |
closed not interested |
6 | construction lead |
closed out of business |
7 | consulting lead | new lead |
8 | consulting lead | on hold |
..... | ||
16 | consulting lead | closed out of business |
Please refer the sample app below, where there is a Regions table for referring regions and countries as dependent dropdowns in the table Leads.
In general, you can have Status table set up as follows.
Then you can refer columns [Type] with valid_if of Status[Type] and [Status] column as Status[Status] in the other table wherever you wish to refer the type and status
ID | Type | Status |
1 | construction lead | new lead |
2 | construction lead |
follow up |
3 | construction lead |
set up in system --> trigger |
4 | construction lead |
closed lost |
5 | construction lead |
closed not interested |
6 | construction lead |
closed out of business |
7 | consulting lead | new lead |
8 | consulting lead | on hold |
..... | ||
16 | consulting lead | closed out of business |
Please refer the sample app below, where there is a Regions table for referring regions and countries as dependent dropdowns in the table Leads.
Simple way to do it is by creatin a table with all of the options.
The other way is by hard coding it using expressions like IF(), LIST() and more
Thank you for the options. While playing around I was able to get it to work by keeping the 3 columns and created the enum options for each, then did a show if (type)=
Would this be ok long term?
I’ve quickly realized while the method I tried did work, it caused some hiccups later. I have other columns that I want to show based on the status. Issue is I couldn’t reference just 1 status column.
I went with building out the status table and it’s working flawlessly.
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