Forum Discussion

ReneeHansen1's avatar
ReneeHansen1
Qrew Cadet
8 months ago

Field selections based on other fields

Hi,
I am trying to create a sort of workflow for people creating a case.
Essentially, I want them to:
1. Choose a department.
2. Then choose a level based on the chosen department.
3. Then choose a role based on the chosen level.
4. Then choose Position ID based on the options left from filtering it down to this.

Does that make any sense?
Thanks!



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Renee Hansen
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5 Replies

    • ChayceDuncan's avatar
      ChayceDuncan
      Qrew Captain

      To add some color to Franciscos comment - you'll want to use conditional dropdowns but first you'll need to make tables to house your departments / levels / roles / positions. 

      Your departments would just be a list of departments, your levels would be your list but each one would be related via a new relationship to departments. Roles would then be related to levels, and positions related to Roles. This then allows you to create the conditional dropdown flow you're describing. 



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      Chayce Duncan
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      • ReneeHansen1's avatar
        ReneeHansen1
        Qrew Cadet

        Thank You Both! I'm going to give that a try!



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        Renee Hansen
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