I would like to have dependent drop downs based on the following (see photos for reference)
I’d like to choose a type of lead, the next Status box will populate and show only the options for the type of lead. As you can see I have 3 lists based on lead type.
For some reason I cannot figure out the proper setup for this.
In general, you can have Status table set up as follows.
Then you can refer columns [Type] with valid_if of Status[Type] and [Status] column as Status[Status] in the other table wherever you wish to refer the type and status
| ID | Type | Status |
|---|---|---|
| 1 | construction lead | new lead |
| 2 | construction lead |
follow up |
| 3 | construction lead |
set up in system → trigger |
| 4 | construction lead |
closed lost |
| 5 | construction lead |
closed not interested |
| 6 | construction lead |
closed out of business |
| 7 | consulting lead | new lead |
| 8 | consulting lead | on hold |
| … | ||
| 16 | consulting lead | closed out of business |
Please refer the sample app below, where there is a Regions table for referring regions and countries as dependent dropdowns in the table Leads.
Simple way to do it is by creatin a table with all of the options.
The other way is by hard coding it using expressions like IF(), LIST() and more
Thank you for the options. While playing around I was able to get it to work by keeping the 3 columns and created the enum options for each, then did a show if (type)=
Would this be ok long term?
I’ve quickly realized while the method I tried did work, it caused some hiccups later. I have other columns that I want to show based on the status. Issue is I couldn’t reference just 1 status column.
I went with building out the status table and it’s working flawlessly.
