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With the Pipeliner CRM Automata release, we bring another useful update to Pipeliner CRM Template Designer. This time, you can related to dropdown menus to each other, and make their choices dependent on each other. We call these dynamic dropdowns. Learn how to create cascading dynamic dropdowns that display choices depending on the value selected in a previous dropdown. Keep reading...
What is Dynamic Dropdown?
With Pipeliner’s Dynamic Dropdowns feature, you can now create nested dropdown menus. For example, a user will click on a specific sales territory within the first dropdown, and the second cascading dropdown menu of reps will only show reps for that territory.
Screencast: Play in a new window.
How can I create cascading dynamic dropdowns?
In order to create a cascading dynamic dropdown, please follow these steps:
- Run Pipeliner CRM
- Click on your profile picture on the top-right part of the application.
- Click on “Administration”.
- Within the navigation menu of Pipeliner Admin, select “Fields and Forms”.
- Pick the form you would like to edit, and add a picklist to it. In our case we will alter the opportunity form as we show you how to create a cascading dynamic dropdown for “Services”.
- Click the "Edit Form".
- Click "Create New Field".
- From the available options, find “Dropdown”.
- Give a name to, and create all the options within the dropdown choices.
- Drag and drop the field into the form. This was the first dropdown.
- Now, we need to create it's dependent dynamic dropdown. Click "Create New Field" again.
- Give a name to, and create all the options within the dropdown choices.
- On the very bottom of the field configuration you will find "This dropdown is dependent on:" and the list of all your available dropdowns. Pick the one you just created.
- Map the values from the depending dropdown to the choices from this dropdown.
- Save it and drag and drop the field into the form.
- Publish your changes.
How can I use a cascading dynamic dropdowns?
If you would like to use a recently created cascading nested dropdown, you need to open the sales opportunity.
- Run Pipeliner
- Sync the customization changes.
- Double click on the opportunity you would like to edit (or click the "Open" icon within the opportunity quick-view).
- Here you can find your recently created dropdowns. From the first dropdown select the option you would like to have.
- Then select the option from the dropdown number two. As you can see within the second dropdown, it displays choices depending on the value selected in a previous dropdown.
