Steps for Creating Custom Transaction Line Fields and Setting up Filtering for Dependent Dropdown Lists
After creating the custom lists and record type, you create the custom fields using the Shirt Color and Shirt Size custom lists and the Shirt Style custom record type. In this example, you need to create three custom transaction line fields: Shirt Color, Shirt Size, and Shirt Style. On the Shirt Style custom field, you configure how the fields are filtered. These custom fields are used on the transaction or record instance.
To create custom transaction line fields and set up filtering:
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Create a custom transaction line field for each controlling field:
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Shirt Color — Of type List/Record with your shirt color custom list selected in the List/Record field
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Shirt Size — Of type List/Record with your shirt size custom list selected in the List/Record field
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Create a custom transaction line field for the dependent field:
Shirt Style — Of type List/Record with your shirt style custom list selected in the List/Record field.
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On the Applies To subtab, select where the field should be applied. For example, select Sale Item to have the field appear on sales orders.
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On the Shirt Style custom field configuration, click the Sourcing & Filtering subtab. Complete the following steps:
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In the Filter Using column, select Shirt Color, which represents the field on your custom record that references the Shirt Color custom field.
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In the Compare Type field, select equal.
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In the Compare To field, select Shirt Color.
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Repeat these steps for the Shirt Size field.
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Click Save.
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Now, the Shirt Style field is filtered by the selections in the Shirt Size and Shirt Color fields, as shown on the transaction line field of the following sales order example. That is to say that based on the shirt color and shirt size selected, the shirt style is available in small, white, crew and small, white, v-neck styles.
