Dependency dropdowns
Sometimes you may want to filter values in a lookup field based on a selection you make in another lookup field.
For example, let’s say you want to first select a vendor, and then have access to the product list associated with that vendor.
To do this, you’ll need to create a dependency or connection between the two fields.
In the form shown here, there are two lookup fields: Vendor and Product list. The Vendor field retrieves vendor details from a vendors dataset whereas the Product list field retrieves product details from a different dataset for products.
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Next, create a dependency between these two fields so that the Product list field will only show items for a vendor you select in the Vendor field.
Create a text field for this dependency and call it Vendor ID. This field is required to establish a dependency or connection between the Vendor and Product list fields. So, set this up as a computed field that retrieves the vendor ID from the Vendor lookup field.
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Next, create a filter so that the product list only shows those products associated with the selected vendor. The filter will restrict items according to the value in the Vendor ID field.
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After setting up the filter, check the live form.
Now, when you select a vendor in the Vendor field, the values in the Product list lookup field change accordingly using the vendor ID.