Please send me the steps to create a dynamic drop down list
For ex Drop Down 01 APAC, EMEA, SAM.NAM, Other ( If I selected one here ex: APAC)
Drop Down 02 Comes only APAC countries here and other selectors also must be the same
Simply If I pick one from 1st drop down ,2nd drop down must be displayed relevant to 1st selected one
To create a working Dynamic Dropdown you have to follow some simple steps:
Create the Master dropdown
Go to Admin->Dropdown Editor
Create a new dropdown and call it global_regions_list Label: Global regions
Add the fields
Key: APAC - Label: APAC
Key: NAM - Label NAM
Key: SAM - Label: SAM
etcâŚ
Save
Create the Slave dropdown
Go to Admin->Dropdown Editor
Create a new dropdown and call it regional_countries_list Label: Regional Countries
Add the fields for NAM:
Key: NAM_US - Label: United States
Key: NAM_CA - Label: Canada
Add the fields for SAM:
Key: SAM_BR - Label: Brazil
Key: SAM_AR - Label: Argentina
KEY: SAM_CL - Label: Chile
etcâŚ
Finish adding all the fields in the same way: underscore
Once finished save and proceed to the next step
Create Master dropdown field
Go to Studio - Accounts (you can go in any module that you wish) -> Fields
Create a New field of type Dropown and call it global_regions Label: Global Regions
(note that the name of the field will be updated by the system to global_regions_c)
Select the dropdown called global_regions_list from the dropdown menu
Then save
Create the slave dropdown field
Go to Studio - Accounts -> Fields
Create a New field of type DynamicDropown and call it regional_countries Label: Regional Countries
(note that the name of the field will be updated by the system to regional_countries_c)
Select the dropdown called regional_countries_list from the dropdown menu
In the Parent Dropdown field write the name of the Master Dropdown: global_regions_c
Then Save
Add the fields to the edit view
Go to Studio - Accounts -> Layouts->EditView
Add a new line in the layout
Drag both fields from the left to the layout.
Click on Save and Deploy
Test
Go to Accounts
Create or Edit a new record and test the Dynamic dropdown
Thanks you very much amariussi. It is worked for me. And one Little Question If there is no value in child drop down for a selected Parentâs drop down list item how cant we mention it. Consider this
( Parent: ABC,DEF,TRY)
It worked and thanks for the reply.
Is there any way to edit(with out editing the code) address fields Because I need to exclude country filed in the default address field in the Leads.
Unfortunately the address field is composed a few fields that are assembled together.
The only way to modify the behaviour at the moment is to edit code.
Another way would be to create your own custom fields for the address. This may carry some small loss of functionality (but nothing really important).
Personally I have created a Module to handle addresses so that a company can have many addresses and people too. Again this other approach is also complicated.
You should use as parent the name (remember to add â_câ at the end and use only small cap letters) of the first field and not its dropdown
To be more clear: the name of the dropdowns are those names you defined in the Dropdown editor, while the names of the fields are those you created in Studio.
A few more things that may be of help:
. when finished with editing the views in studio you have to remember to âsave and deployâ
. try running a quick repair and rebuild
. try clearing the browser cache (Ctrl+F5)
. check your logs to see if there are errors
If these donât work:
. please provide the names of the dropdowns
. the names of the fields (as assigned by the system)
. all the filled information in the second (slave) field
Hello, I created 3 dynamic drop-down lists that are: Country, City and Postal Code.
I would like that when I choose a postal code that it automatically fills me the name of the city. In addition, I would like that when the postal code belongs to Switzerland, I would like that it automatically fills the country = Switzerland and if it is not the case that it leaves empty.
I have seen several forums but it still does not work.
Do you have an idea ?
I use the version Suite CRM : Version 7.9.12 / Sugar Version 6.5.25
I would use a combination of the dropdown editor workflow above for the first 2 parts.
select a postal code
based on the postal code, a city is selected
Then, I would use a workflow that on save checks the postal code(s). For example, Toronto where Iâm from has postal codes that start with Lxxxxx and Mxxxxxx. L and M. If this is true, the city (or in your case country) is set to Toronto. Or in your case, based on postal code syntax Iâm not familiar with, the country would be set to Switzerland.