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Dynamic Forms - Part 6: Making the “Category” field dependent on the selected industry.

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Posted by Adis Jugo - 01 September, 2016

 

The next customer requirement is to limit the choice of the lead categories ( “Category” field) only to the value “A – Premium Lead” if the field “Industry” has been set to “Information Technology.” (This customer apparently treats all leads from the Information Technology industry as premium leads.)

In order to meet this requirement, we will go to the Choice Settings section of the “Category” field in the skybow Solution Studio, and limit the other two choices (“B” and “C”) to be visible only if the lookup field “Industry” has not been set to “Information Technology.” In our demo environment here, the “Information Technology” list item in the “Industries” list has the ID “8” we will use that to limit the choices within the “Category” field:

 

 

dynamics_13.png

Setting the visible choices for Position choice fields

 

This setting will make the choices “B” and “C” visible only if the selected Industry does not have ID=8, which is “Information Technology.”

If we now save the changes and reload the form, we will see that those settings have immediately taken effect:

 

 

dynamics_14.gif

Behavior of Position field

 

That means that another customer requirement has been set within seconds.

 

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