Dynamic Dropdown Creation

💬 General Discussion
6

To create a working Dynamic Dropdown you have to follow some simple steps:

  1. 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
    etc…
    Save

  2. 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
etc…

Finish adding all the fields in the same way: underscore

Once finished save and proceed to the next step

  1. 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

  2. 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

  3. 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

  4. Test
    Go to Accounts
    Create or Edit a new record and test the Dynamic dropdown

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