Skip to main content

Create a dependent field

You can create a field that only displays when certain criteria are met.

  1. Log in to CRM as an Admin user.

  2. In the top right, click the User icon, and select Admin.

  3. Under **Developer Tools**, click **Studio**.

  4. Click the module to add this to.

  5. Click **Fields**.

  6. Click the field you want to make dependent.

  7. Next to the **Dependent** field, select the checkbox.

The formula option will always be present, however if this is a dropdown field you will also have the option to choose a dependent type of Parent Dropdown. For a formula:

  1. Select Edit Formula.

  2. Write the formula that meets your required criteria. Hovering over the available formulas will give their syntax.

If you are creating a dropdown field and wish to use a Parent Dropdown dependent type:

  1. Ensure the dropdown list for the main field contains all options. (For this example, we use the numbers 1-10.)

  2. Under **Parent Dropdown**, choose the decisive dropdown. (For this example, we use a Numbers dropdown with the options Odd and Even.)

  3. Click Edit Visibility.

  4. Here you will drag and drop each number under Odd and Even respectively.

  5. Click Save.

Did this answer your question?