FAQs in this section
What are dependent fields and blocks?
Are dependent fields and blocks applicable everywhere in the CRM?
What are the prerequisites to configure dependent fields and blocks?
How can I configure dependent fields and blocks?
How can I edit an existing dependency?
Why can't I see a field value in List View?
What is block and field dependency?
What are the different access rules?
What are the limitations in dependent fields and blocks?
Will the dependent field appear in the same order defined in the module layout?
How do dependent fields and blocks work?
Table of Contents
We will explain the functionality in a bottom-up approach with the following diagram:
Consider this example.
A customer sells insurance with Product A and Product B. He has 120 custom fields for Product A and 120 custom fields for Product B. The customer’s requirement is straightforward. They don’t want Product B’s fields to be visible while working on Product A and vice-versa.
Here is the solution.
With the help of Dependent Fields and Blocks, we can achieve the above requirement. When the customer selects Product A from a Picklist or Checkbox field, the fields related only to Product A are shown, and when he selects Product B, the fields related only to Product B are shown.
To know more about Dependent Fields and Blocks, click here.
- Firstly, the controller (Trigger) field is activated.
- Next, the specified conditions are checked and matched with the Trigger field.
- Lastly, based on the access rules, the Dependent Fields and Blocks are shown.
Consider this example.
A customer sells insurance with Product A and Product B. He has 120 custom fields for Product A and 120 custom fields for Product B. The customer’s requirement is straightforward. They don’t want Product B’s fields to be visible while working on Product A and vice-versa.
Here is the solution.
With the help of Dependent Fields and Blocks, we can achieve the above requirement. When the customer selects Product A from a Picklist or Checkbox field, the fields related only to Product A are shown, and when he selects Product B, the fields related only to Product B are shown.
To know more about Dependent Fields and Blocks, click here.
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