Key Features

• Multiple Rules: Configure several rules for each dropdown to match your workflow.
• Consistent Views: Disable options that don’t meet your criteria, keeping dropdowns tidy.
• Custom Sorting: Decide whether disabled options appear at the end or keep their original order.
• Flexible Layering: Layer rules for advanced customization or apply just the last rule for simplicity.

• ON: All matching rules work together, so any option allowed by any rule will show up.
  • Use this if you want your dropdown to be generous and display all possible valid choices from different conditions.
• OFF: Only the last rule you set takes charge—so rule order matters here.
  • Perfect when you want one clear answer and the last rule should make the final call.

• ON: Disabled options get tucked away at the bottom, making it easy to spot what you can select—especially handy for long lists.
• OFF: Everything stays in its original order, which is great if you prefer to keep things sorted logically or alphabetically.

How to set up Conditional Dropdowns

1. Navigate to Settings: Go to Settings > Data Entry > Conditional Dropdowns.
   
2. Create a new dropdown or select an existing one you want to control.
3. Add Rules:
   • Pick the trigger field and set its condition.
   • Decide which dropdown options should be available when the rule is met.
     
4. Organize Rule Order:
   • Drag and drop rules to adjust their order.
   • Remember, order only matters when “Show all matching dropdowns stacked” is turned OFF.
5. Set Toggles:
   • Enable or disable “Show all matching dropdowns stacked” and “Move disabled options to bottom of list” based on your preference.
6. Save and Test:
   • Open a record, change the trigger field, and observe how the dropdown adapts.
   • For example, if Deal Amount is set to > 1000, the controlled dropdown will show some options enabled and others disabled.

A little rule of thumb: If your dropdown isn’t behaving, double-check your rule order and toggles—it’s usually the culprit!

• Options: A, B, C, D, E

• Rule 1: If Deal Amount > 1000, allow A and B
• Rule 2: If Deal Amount > 1000, allow D

Note: Both rules can be true at the same time because they use the same criterion.

• Show all matching dropdowns stacked: ON
• Move disabled options to bottom of list: ON
• Outcome: 
  • Selectable → A, B, D. 
  • Disabled → C, E (moved to bottom).

• Show all matching dropdowns stacked: OFF
• Move disabled options to bottom of list: ON
• Outcome: 
  • Only the last rule applies. 
  • If Rule 2 is last, selectable → D. 
  • Disabled → A, B, C, E (moved to bottom).

• Show all matching dropdowns stacked: ON
• Move disabled options to bottom of list: OFF
• Outcome: 
  • Selectable → A, B, D. 
  • Disabled → C, E. 
  • Original option order preserved (A, B, C, D, E).

• Show all matching dropdowns stacked: OFF
• Move disabled options to bottom of list: OFF
• Outcome: 
  • Only the last rule applies. If Rule 2 is last, selectable → D. 
  • Disabled → A, B, C, E. 
  • Original option order preserved.

• You can reorder rules.
• If Show all matching dropdowns stacked = ON: All matching rules contribute allowed options (union). Order does not change the outcome.
• If Show all matching dropdowns stacked=OFF: Only the last matching rule applies. Place your most specific or most important rule last.

• Keep rules simple and explicit. Prefer “allow exactly these options.”
• If multiple conditions can match at once, choose:
  • Show all matching dropdowns stacked = ON for combined results (union).
  • Show all matching dropdowns stacked=OFF for a single authoritative outcome (last rule wins).
• Move disabled options to bottom of list to surface valid choices first in long lists.
• Name rules clearly (e.g., “High-value deals: allow A, B, D”) for easier maintenance.