Pipeline CRM Help Center

With the introduction of our new Conditional Fields functionality, Admin users can now set Conditional Dropdowns based on specific criteria when creating new records or editing existing ones. You can have greater control and customization over your forms, making them more effective and efficient.

Conditional Dropdowns are an enhanced version of conditional fields. They allow you to create specific rules for dropdown menus, providing you with the following capabilities:

• Configure multiple rules based on the dropdown field.
• Ensure a consistent view of the dropdown by disabling options for values that do not match the rule. Alternatively, you may also disregard the order of values and allow only those values that satisfy the criteria.
• Configure multiple rules that may or may not affect the dropdown values that can be shown. 

Depending on the configurations available there can be 4 cases 

Case outcomes

Consider the case when there are 2 rules are created:

Rule 1 - if the deal amount is greater than 1000, then only show option "a" & option "b" in the dropdown 

Rule 2- Rule 1 - if the deal amount is greater than 1000, then only show option "d"  in the dropdown 

Please note that both Rule 1 & Rule 2 are using deal amount as the criteria 

Hence the following is the respective outcome of the cases when creating a deal that has an amount greater than 1000

	Layer conditional dropdowns on top of each other- ON	Layer conditional dropdowns on top of each other- OFF
Sort options to show disabled options last- ON	CASE 1 OUTCOME- shows all values that satisfy individual rules, and values that cannot be selected (disabled-c) are towards the end of the list	CASE 2 OUTCOME- shows only values that satisfy Rule 2, and values that cannot be selected (disabled- a,b,c) are towards the end of the list
Sort options to show disabled options last- OFF	CASE 3 OUTCOME- shows all values that satisfy individual rules, and the order of the dropdown is retained	CASE 4 OUTCOME- shows only values that satisfy Rule 2, and the order of the dropdown is retained

The rules can be rearranged as shown below:

The rule that is last in the order will only apply in case the Layer Condition toggle is off:

Admin users can now create or edit records with Conditional dropdowns based on specific criteria using the new Conditional Fields feature.