Limit Selection Based on Other Field's Selection
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Robert DeBergh
I'd like to "Limit selection to specific options" in the form but define which options are shown based on the criteria of what was selected in another field.
For example:
if Field 1: Option A
Then limit options in Field 2 to: a, b, c
or
if Field 2: Option B
Then limit options in Field 2 to: d, e, f
The current workflow makes me create and hide fields to achieve this but that unnecessarily increases the number of fields used in our records. If we could filter the list of options based on another field's selection, then we could condense the option list into one field but only display the options we want the user to select based on the category defined in the previous field.
Feel free to reach out to me at robert@terraytx.com if you have any questions or need further explanation!
Jon Darbyshire
Great to hear your perspective, Robert DeBergh! I have a few more questions for you:
- Could you provide a few more examples of how you would like the field options to be limited based on the selection in another field?
- Are there any specific fields where this feature is most needed or would be most beneficial?
- Would you find it useful to have an option to manually override the automatic selection limitation in certain scenarios?
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Robert DeBergh
Thanks for following up, Jon Darbyshire!
- I think it'd be best to show you what I'm trying to accomplish with my current solution. We are creating a work request solution for team members to report errors that occur within a process. Each work request will have a "Failure Type" that will be used to identify the process the error occurred within. Currently, once the "Failure Type" is selected, a multi-select section for that failure type is shown that lists the potential errors that occur within that failure type (see screenshots).
Instead of having to make a separate "X Failure" field for each "Failure Type" (eg. Camera Failure, Drip System Failure, etc. as seen in the first screenshot), it'd be ideal to have all of the failures listed in one field "Failure" but filtered based on the "Failure Type."
- Yes, for our case, the multi-select field would be most beneficial.
- Not sure if I'm understanding the question. Are you asking about the ability to manually override the feature by someone filling out the form or a solution manager creating the form?