Setting Up Custom Field Dependent Dropdowns

When using Custom Fields, you can choose to have an answer in one field trigger a new field to display with additional information for the user to select. Dropdown List custom field choices can be set to only be available if certain values/choices were made in another custom field. That field is called the parent. A simple use case could be if you had a Region dropdown list and wanted the Country dropdown list options to only be visible if a specific choice was made for the Region (parent) field. For instance, France may only appear for the Country dropdown if Europe was selected in the Region.

Best Practices for Dependent Dropdown Choices

• Only have one parent custom field per dependent dropdown list custom field.

• Ensure the parent custom field is displayed above the dependent field in the same display group.

• The value set for the parent in the dependency must match a choice of the parent exactly. Therefore, have the parent open in Edit mode to be able to copy its values to the dependent choices.

Create Dependent Dropdown Choices

To make a dropdown list's choices be dependent:

1. Fill in the Choice and select Dependencies (0) next to it.

2. Under Dependencies, select Add Dependency on Parent.

3. In the Choose Custom Fields dialog, search for and select the parent field and select OK.

4. Next to the parent field, type (or paste) in the value that the parent must have to make this choice visible. This must be the EXACT value.

5. Repeat steps 1-6 for each choice as needed.