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Course 15 - Dependent Drop-Downs

Course 15 - Dependent Drop-Downs

Learn about the benefits of adding dependent drop-down rules to your forms and how to configure them.

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About this course

Dependent drop-down rules are a great way to improve the data entry experience, both in terms of accuracy and usability. This course will teach you what you need to know about what dependent drop-down rules do and how to set them up.

Learning Objectives

  1. Defining dependent drop-down rules
  2. Interacting with relationship fields that have dependent drop-down rules applied
  3. Configuring dependent drop-down rules
  4. Best practices associated with dependent drop-down rules
  5. Limitations associated with dependent drop-down rules

Recommended Prerequisites

All Orientation courses and Core Functionality courses

Related Knowledge Base Articles

How to setup dependent dropdowns

Curriculum41 min

  • Getting Set Up
  • Before You Begin! 2 min
  • Step 1: App Prep 5 min
  • Step 2: Course Prep 10 min
  • Course Material
  • Dependent Drop-Downs Overview 3 min
  • Knowledge Check 1 min
  • Configuring Dependent Drop-Down Rules 8 min
  • Knowledge Check 1 min
  • Dependent Drop-Down Best Practices and Limitations 6 min
  • Knowledge Check 1 min
  • Key Takeaways 3 min
  • Course Feedback 1 min
  • Next Steps

About this course

Dependent drop-down rules are a great way to improve the data entry experience, both in terms of accuracy and usability. This course will teach you what you need to know about what dependent drop-down rules do and how to set them up.

Learning Objectives

  1. Defining dependent drop-down rules
  2. Interacting with relationship fields that have dependent drop-down rules applied
  3. Configuring dependent drop-down rules
  4. Best practices associated with dependent drop-down rules
  5. Limitations associated with dependent drop-down rules

Recommended Prerequisites

All Orientation courses and Core Functionality courses

Related Knowledge Base Articles

How to setup dependent dropdowns

Curriculum41 min

  • Getting Set Up
  • Before You Begin! 2 min
  • Step 1: App Prep 5 min
  • Step 2: Course Prep 10 min
  • Course Material
  • Dependent Drop-Downs Overview 3 min
  • Knowledge Check 1 min
  • Configuring Dependent Drop-Down Rules 8 min
  • Knowledge Check 1 min
  • Dependent Drop-Down Best Practices and Limitations 6 min
  • Knowledge Check 1 min
  • Key Takeaways 3 min
  • Course Feedback 1 min
  • Next Steps