This feature allows you to create a dependency between two or more drop-down lead fields. You can create dependency between any two drop-down lead fields by selecting them as the parent and the child fields respectively. This dependency can be used in the various Lead Create forms of LeadSquared.
Example: You can create dependency between two drop-down lead fields, ‘country’ and ‘state’. Here ‘country’ is the parent field and ‘state’ is the child field.
This feature also allows you to create muti-level dependencies
Example: If ‘state’ is dependent to ‘country’ and ‘city’ is dependent to ‘state’ , then ‘city’ is also dependent to ‘country’.
You should be an administrator user of the LeadSquared application in order to create Dependency Lead Fields.
The procedure to create dependent lead fields involves four major steps. They are explained below:
Step 1: Determining The Drop-down Lead Fields To Create Dependency
Determine the lead drop-down fields for which you want to create the dependency. For more information on this, refer to Determining The Drop-down Lead Fields To Create Dependency.
Step 2: Set up dependency between two drop-down lead fields
After determining the two drop-down lead fields for which you want to create the dependency, follow the steps below:
- Go to My Account -> Settings -> Customization -> Dependent Lead Fields. The Dependent Lead Fields pop-up appears in the right-hand display pane.
- Click Create. The Create Dependent Lead Field pop-up box appears.
- Select the drop-down lead fields from the Select Parent Field and Select Child Field respectively for which you want to create the dependency.
- Click Next. The Step 2 of Create Dependent Lead Field appears.
For each value of the selected Parent Field, you can enter the corresponding values for the child field. These values are mapped to each other and can be used in the various LeadSquared forms.
Example: Consider ‘Country’ as the parent field and ‘State’ as the child field. Select any country from the list and enter the values for state which is mapped to that particular country. If you select ‘India’ as the value from the ‘Country’ drop-down list, the State drop-down list contains the values ‘Punjab’, ‘Kerala’, ‘Karnataka’ and ‘Gujarat’. See the below image for reference.
- Click Save.
Note: You can also update the child field values from the Lead Field properties pop-up box once the dependency is set up. Please see the below image for reference.
To edit a dependency:
- Click Edit under Actions from the Dependent Lead Fields display pane. The Update Dependent Lead Field pop-up box appears.
- Add further values to the child drop-down lead field if required and click Save.
To delete a dependency:
- Click Remove under Actions from the Dependent Lead Fields display pane. The Remove Dependency pop-up box appears.
- Click Yes, if you want to delete.
Note: When you delete a dependency, the lead fields are not deleted and the child field contains the default values which you can provide through the Lead Properties feature.
Step 3: Adding Created Dependent Fields To Managed Forms
Once you have created the dependencies between the required drop-down lead fields, you can add the fields to the required Lead Forms. For more information on using the various lead forms of LeadSquared, refer to Lead Form Customization.
Drag-drop the dependent fields to the required form. When a child is added the parent field with the dependency is also added to the form.
- Click Save.
If you create multiple dependencies to a parent, adding the last child field in the hierarchy adds all the fields in the dependencies to the form.
Note: If you try to remove the parent field from the form with the child fields still in the form, the following error message is displayed. You need to remove the mapped child fields before you can remove the parent.
Note: Fields involved in a dependency cannot be deleted from the Lead Fields section. The following error message appears if you do so.
Step 4: Checking The Dependency Fields In The Form
After adding the dependent fields in the required form, you can verify if it is applied. To do this, refer to: Check Dependency Fields in a Form.