How to Use Field Dependency for Creating a Cascading Dropdown
Field dependency creates a parent-child relationship (cascading effect) between two fields. For example, the parent field can be a Country while the child field can be a State. By using Field Dependency, you can set up a cascading dropdown. Example: Country, State, City, and Region.
Note : Field dependencies are not applied when an action is performed via email or automation.
Check out this video tutorial.
Accessing the Field Dependency List
To access the Field Dependency list, follow the steps below:
- Go to, Admin Panel > Field and Forms > Field Dependencies.
- In the field dependency table, you can view the following details:
- Parent > Child field name
- Last Modified Date
- Status
Note : In the Status of the field dependency, you can see whether the field dependency is activated or deactivated.
Adding a Field Dependency
To add a new field dependency, follow the given steps:
- Open the Field Dependency module.
- Click the Add Field Dependency button on the right for the dependency Field selection to pop-up.
- Fill in the Dependency Field selection appropriately.
The Dependency Field selection has three properties namely,
- Module – Displays a list of Tickets, Contacts, and Contact Groups.
- Parent Field – Displays a list of fields in the single-select dropdown list.
- Child Field – Displays a list of fields in which either single-select or multi-select field can be selected.
Note:
- A parent can have multiple child fields, but a child has only a single parent field.
- Only after selecting the parent field, will the child field be enabled.
Mapping Field Dependency
To map a field dependency, follow the steps below:
- Select a Parent Field on the left panel first,
- Click on the corresponding child fields on the right panel.
- Map the value of the child field to the parent field.
For example, in the image below, the country of the USA is mapped to the following states (Alaska, Louisiana, New Mexico, and New York). When the Country is set to the USA, only these four states will be displayed in the State field.
Activating or Deactivating Field dependency
Deactivating Field Dependency
To deactivate the field dependency, follow the given steps:
- Open the Field Dependency module.
- Click the more options menu and select Deactivate.
- A confirmation dialog will appear, Click Yes, Deactivate button.
Activating Field Dependency
To activate the field dependency, follow the given steps:
- Open the Field Dependency module.
- Click the more options menu and select Activate.
- A confirmation dialog will appear, Click Yes, Activate button.
Deleting Field Dependency
To permanently delete the field dependency, follow the given steps:
- Open the Field Dependency module.
- Click the more options menu and select Delete.
- A confirmation dialog will appear, Click Yes, Delete button.
Permission for mapping field dependency
To map the field dependency, you must enable the Manage fields and forms permission.
