Example Use Cases
- •Country → State/City: State options filter based on the selected country.
- •Product Line → Product: Selecting 'Software' shows software products; 'Hardware' shows hardware.
- •Issue Type → Sub-Issue: Selecting 'Billing' shows billing-related sub-issues.
- •Region → Territory: Selecting a region shows only territories in that region.
Step 1: Create the Parent Dropdown Field
- Go to Settings → Custom Fields → select module (Leads/Contacts/Accounts).
- Click Add Field.
- Enter the field name (e.g., 'Product Line').
- Select type: Dropdown.
- Add the parent options (e.g., Software, Hardware, Services).
- Click Save Field.
Step 2: Create the Child Dropdown Field
- Click Add Field again.
- Enter the child field name (e.g., 'Specific Product').
- Select type: Dropdown.
- Enable the Dependent on toggle.
- Select the parent field from the dropdown (e.g., 'Product Line').
- For each parent option, a section appears. Add the child options for each: under 'Software' add 'CRM Module, Email Module, Reporting'; under 'Hardware' add 'Server, Workstation, Laptop'.
- Click Save Field.
How It Works on the Form
When a user fills in the lead form: (1) they select a value in the parent field (e.g., 'Software'), (2) the child dropdown immediately updates to show only the relevant options (e.g., 'CRM Module, Email Module, Reporting'), (3) if the parent selection is changed, the child field resets so the user picks again from the new filtered list.
Important Notes
- •Both the parent and child fields must be Dropdown type.
- •The parent field must be created first.
- •You can have multiple child fields that all depend on the same parent.
- •If a user leaves the parent blank, the child dropdown shows all options as fallback.
Frequently Asked Questions
Can I have 3 levels of dependent dropdowns (grandparent → parent → child)?
Currently Vedain supports one level of dependency (parent → child). For three-level cascading, you would need to create two separate dependency pairs and instruct users to fill them in order.
What happens to existing records when I add a dependent field?
Existing records that already have data in the parent field will show all child options until a child value is selected. Existing child field values are preserved even if they no longer match the filtered options.
Can I make the dependent child field required?
Yes. When creating the child dropdown field, toggle Required on. Users must select a child value after selecting a parent value.
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