How to: Filtered Dropdown Menus

Custom Objects give the powerful ability to create Dynamic Dropdown fields that provide different choices depending on the value set in another field.

Creating the Custom Objects

To create a dynamic dropdown, you'll need two Lookup-type Custom Objects, and one of the Custom Objects needs to have the second Custom Object available as a custom lookup field. Below, we can see an example using Department and Cost Center:

Custom Object 1 will define how the options in the Dynamic Dropdown are determined:

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Custom Object 2 will be used to define the fields available dynamic dropdown itself.

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Once your Custom Objects have been successfully created, you'll need to create records in each field. For Fi In the examples above, we have three departments, and six cost centers associated with those cost centers. With the above configuration, we'll be able to configure our Assets so that, when the department is set on the Asset, you'll only be able to select Cost Centers with that Department. 

Creating the Dynamic Dropdown

Now that your custom objects have been created, you're reach to configure the Dynamic Dropdown itself. From the customization page of the Module of your choice (e.g. Assets, Users) click the add button, and create a field for your first Custom Object, selecting the custom object you just created as the data type.

Note: On the Display option page for this field, you should select "Regular."

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With that created, click add again to create your second Custom Object. This time, select the second Custom Object you created and in the Display Option page and set the Display Option to Filtered Dropdown.  You'll then be prompted to define the field type of the option you wish to filter off of, then select the field name that will be used to determine which fields appear in your filtered dropdown.

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Once those have been set, your filtered dropdown will have been created.

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