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
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
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CASE 2
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Sort options to show disabled options last- OFF |
CASE 3
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CASE 4
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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
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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
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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
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CASE 4 OUTCOME- shows only values that satisfy Rule 2, and the order of the dropdown is retained
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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.