CRM On Demand - Administration (MOSC)

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Cascading Pick Lists

edited Jun 11, 2014 12:00PM in CRM On Demand - Administration (MOSC) 3 commentsAnswered

  Hi, I'm trying to create a series of cascading picklists who's values depend on the selection above.  Is there anyway to accomplish that?

i.e. I would like to filter by Role --> then by Activity Type --> then by Activity SubType where the SubType is really dependant on the combination of Role / Activity Type selected:

I.e.

National Accounts--> Meeting --> Call

National Accounts--> Meeting --> Conference Call

National Accounts--> Meeting --> Face to Face

Alternative Investment --> Meeting --> Group

Alternative Investment --> Meeting --> Business Development

etc..

Any help would be appreciated.

Thanks,
Jo-Ann

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