I want have a web form to lead where customer can select 2 step of dropdown
for example : Country ( DE, IT, FR ) step 1 - select ( DE ) > City ( Hamburg ) step 2
than inside LEAD the users of Suite CRM see DE > Hamburg or Hamburg
i find this in to Studio : Dynamic DropDown… this is what i need?
this function work? is a plugin? where i can find more info about?
or what i need is a Dependent DropDown?
i try to set Drop Down List a valid list and Parent DropDown a valid list but i see nothing happens
You need to create two sets of drop down menus in Studio.
1.) Create your parent dropdown (Country), name it as required, add your values and save this.
2.) Create your child dropdown (City) and do the same for this.
3.) Navigate to “Leads” and add a field with data type “Dropdown”.
4.) Name the dropdown and select the PARENT dropdown list.
5.) Save this.
6.) Add another field to your Leads module, but this time the data type needs to be “Dynamic Dropdown”.
7.) Name this as required and then select your CHILD dropdown in the “Drop Down List”.
8.) Select the parent dropdown in “Parent Dropdown”.
9.) Save this.
10.) Add both of these fields to your list/detail/edit view layouts and any other layouts you require this to be viewed in your Leads module.
Not sure I fully understand how to use the Dynamic or Dependent Dropdown based on your explanation here Will.
Keep in mind I have been using the DevToolKit for this style of dropdown in My CE uses.
So My Parent Dropwdown is just a dropdown (Not Dynamic Dropdown)
My Associated Dropdown(s)? is configured as Dynamic Dropdown.
How do I associate a Selection from the parent to populate the correct choices in the Dynamic?
Do I need new Dynamic Dropdowns for Each line item in the Parent?
I will play with it some but is there clearer documentation?
So in my Parent Dropdow I create my Dropdown lists…
Example:
Parent Dropdown
Dropdown Name = Industry
Items list:
Aluminum
Steel
Stainless
Iron
Gold
Tin
When Adding Fields to the system for these Dropdowns the Parent is the Field name not the Parent Dropdown name
Example:
Parent Field Name: Industry
Label: Industry
Type: Dropdown
Dynamic Dropdown Field name: Sub_Industry
Label: Sub Industry
Type: Dynamic Dropdown
Then after adding the fields to the view saving and publishing I should see the following when I test.
Two dropdowns
Parent shows above list. Choosing Gold will then populate Dynamic Dropdown with everything prefixed with ‘Gold_’
I was right on… The one clarification I need to make; When adding the fields to the module, when you enter the parent dropdown to the dynamic dropdown, it is not the name of the dropdown itself but the Field Name for the parent field in the module.
So if parent setup is like this
Name: industry_c
Display Label: Industry
Type: Dropdown
Then when setting up the Dynamic Dropdown
Name: sub_industry
Display Label: Sub Industry
Type: Dynamic Dropdown
[color=#ff0000]Parent Dropdown: industry_c[/color]
See the red text. It is not ‘Industry’ or in this case the actual dropdown name ‘industry_dom’
I wanted to get this all posted so people can see how to use it.
After many tries, I got this right too.
Thanks.
As an addition, you can actually create a third dropdown dependency as well, as long as you add both previous dropdown references. Example
Gold_14K_White
Gold_14K_yellow
I am using dynamic drop down and When i generate a letter / quote/invoice from account than below value come postal code with city , state and country but i need only city,state and country without postal code.
