Create Controlling and Dependent Dropdown Fields or Nested List

Duration: 6 minutes

The following steps provide a more comprehensive guide on how to create a dependent dropdown, as described in the Help Center article "Multiple Dependent Dropdowns". The example below sets a customer form's Preferred Operating System custom field as the controlling field, and the Preferred Browser custom field as the dependent dropdown field. 

1. Create a custom list for Operating System.

a. Navigate to Customization > Lists, Records, & Fields > Custom Lists > New.
b. Enter Operating System in the Name field.
c. Enter the following in the Values tab:

• value 1 = Windows
• value 2 = Macintosh OS

d. Click the Save button.

2. Create a custom record type for Browser.

a. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
b. Enter Browser in the Name field.
c. Enter browser in the ID field.
d. Click the Save button.

3. Create a custom field in the Browser record type for Operating System.

a. In the Custom Record Type: Browser screen, click the New Field button in the Fields tab.
b. Enter Operating System in the Label field.
c. Set the Type field to List/Record.
d. Set the List/Record field to Operating System.
e. Check the Store Value checkbox.
f. Click the Save button.

4. Create custom records for the Browser record type. For instance, to create a custom record for Apple Safari set to Macintosh OS as the operating system:

a. Navigate to Customization > Lists, Records, & Fields > Record Types.
b. For the record type Browser, click the corresponding New Record link.
c. Enter Safari in the Name field.
d. Select Macintosh OS for the Operating System field.
e. Click the Save button.

Note: Continue creating additional custom records for the following browsers:

• Name = Mozilla Firefox, Operating System = Windows
• Name = Mozilla Firefox, Operating System = Macintosh OS
• Name = Google Chrome, Operating System = Windows
• Name = Google Chrome, Operating System = Macintosh OS
• Name = Opera, Operating System = Windows
• Name = Opera, Operating System = Macintosh OS
• Name = Internet Explorer, Operating System = Windows

5. Create a new custom field, Preferred Operating System, in the customer form:

a. Navigate to Customization > Lists, Records, & Fields >  Entity Fields > New.
b. Enter Preferred Operating System in the Name field.
c. Set the Type field to List/Record.
d. Set the List/Record field to Operating System.
e. Check the Store Value checkbox.
f. In the Applies To tab, check the Customer checkbox.
g. In the Display tab , set the Subtab dropdown field to Main to have the custom field appear in the Main Line of the customer form.
h. Click the Save button.

6. Create a new custom field, Preferred Browser, in the customer form.

a. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
b. Enter Preferred Browser in the Name field.
c. Set the Type field to List/Record.
d. Set the List/Record field to Browser.
e. Check the Store Value checkbox.
f. In the Applies To tab, check the Customer checkbox.
g. In the Display tab, set the Subtab dropdown to Main.
h. In the Sourcing & Filtering tab, add the following entry in the sublist:

• Filter Using = Operating System.
• Compare Type = equal
• Compare to Field = Preferred Operating System

7. Click the Save