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How to Add a Dependent Field to a Custom Activity

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Previously, you could only add dependent fields to leads but now you can add them to custom activities as well. A simple example of dependent fields is Country>State>City.
If you’re new to dependent fields, see Dependent Lead Fields.

This article shows you how to add dependent fields to custom activities. Let’s take an example from the health and fitness industry –

 

Example Use Case

You run a fitness company where your sales team visits your lead’s houses to pitch your fitness services. You have 2 plans, weight gain and weight loss. Both plans have vegetarian and non-vegetarian diet options. We’re now going to –

  1. Create a custom activity called ‘Home Visit’.
  2. Add a field called ‘Plan’ with 2 options ‘Weight Gain’ and ‘Weight Loss’.
  3. Create a ‘Diet’ field dependent on the ‘Plan’ field. Associate both the ‘Weight Gain’ and ‘Weight Loss’ plans with a ‘Vegetarian’ and a ‘Non-Vegetarian option.

 

Adding Dependent Fields

  1. Navigate to My Account>Settings>Leads>Custom Activities & Scores and click the Add button.
  2. On the Add Custom Activity Type pop-up, enter a name (Home Visit) and description (optional) and click Next.
  3. Now click the Add Field button. Name the field (Plan) and set the type as Dropdown.
    1. Click the wheel icon alongside the type field.
    2. Enter the drop-down options (Weight Gain and Weight Loss)
  4. Now click the Add Field button again. Name the field (Diet), set the type as Dropdown
    1. Click the wheel icon alongside the type field.
    2. Alongside the Is Dependent Field option, click Yes.
    3. Select the parent field (Plan).
    4. Enter the dependent options for each plan (Vegetarian and Non-Vegetarian for both plans)
  5. Click Next. You’ll be directed to the final step of custom activity creation where you can drag and drop to position the fields the way you want them to appear on the activity form.
  6. Click Save.

Add dependent field gif

User Advanced Search

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The user advanced search feature is helpful if you have a large number of users and want to filter them based on multiple criteria.

You can access this feature by navigating to My Account>Settings>Users and Permissions>Users and clicking the Advanced Search link –

 

Condition Groups

The feature works on the basis of Conditions, Condition Groups and AND/OR operators between them.

Search Using a Single Condition Group

  • You can set one or more conditions within a single group.
  • And then configure –
    • All conditions to be met – AND
    • Any condition to be met – OR

For example, let’s say you want to find users from Bangalore. You also want to accommodate alternate entries for Bangalore like ‘Bengaluru’, ‘BLR’, etc. In this case, you’ll use the Any Condition (OR) option and your condition group will look something like this –

City is Bangalore OR City is Bengaluru OR City is BLR

Or condition group

On the other hand, if you want to search for users from Bangalore, Delhi and Mumbai, then you’ll use the All Conditions (AND) operator –

City is Bangalore AND City is Delhi AND City is Mumbai

User Search Example

 

Search Using Multiple Condition Groups

  • You can create multiple condition groups.
  • And then configure –
    • All conditions to be met across all condition groups – AND
    • Any condition to be met across all condition groups- OR
Note: You can’t set both the And condition and Or condition within a group. You also can’t set both the And condition and Or condition across groups. You must choose one condition to use within a group and the other condition will automatically apply across groups. For example, if you set the OR condition within a group, the AND condition will automatically be applied across groups.

Building on the same example, let’s say you want to find sales users in Bangalore OR Bengaluru OR BLR. You’ll need to set up a new condition group using the Add Condition Group button at the bottom left side of the pop-up. Your search should look like this –

City is Bangalore OR City is Bengaluru OR City is BLR

AND

Role is Sales User

User Search Multiple Groups

 

Any Questions?

Did this article give you the help you needed? How do you filter your users? We’d really appreciate any feedback you’re willing to share in the comments section below.