Posted by John Clifton | February 2, 2015
You might refer to them as cascading or dynamic or dependent or . . . whatever you call them, the ability to filter the data available to the users in one field based on the value chosen in a previous field is pretty handy. You may have seen postings about this type of functionality as it relates to option sets. To make the values available for selection in one option set dependent upon the value selected in a ‘prior’ option set requires jscript. For those of us who aren’t coders but still need that functionality, if we can work with lookups instead of option sets (and are using CRM 2011 or newer), dependent lookups can be helpful. By the way, a shout out goes to Leon Tribe for his post on this subject and for inspiring me to give it a try.