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Creating Smart Dropdowns

Learn to build form fields that filter options based on previous selections; creating intuitive user experiences.

Updated over 9 months ago

With Formulayt, you can use field rules to create fields that dynamically change based on user interactions. A great example is a smart dropdown where selecting an option in the first field narrows down the options in the second field.

Setting up smart dropdowns

Follow these steps to create connected dropdown fields:

  • Create two picklist fields:

    • First field: Business Sector

    • Second field: Industry

  • Add options to the Business Sector field with appropriate values and labels

  • 3. Add all possible options to the Industry field (this list might be very long)

Creating dynamic rules

To make the dropdowns interact with each other:

  • Add field rules to the Industry field for each possible Business Sector selection:

    • Set the trigger to Continuously

    • Add a condition: IF Business Sector equals [specific value]

    • Set the action: THEN change picklist options to [relevant industries]

  • Repeat this process for each Business Sector value, creating a separate rule with industry options relevant to each sector

  • Add a visibility rule to the Industry field:

    • Set the trigger to Continuously

    • Add a condition: IF Business Sector is not empty

    • Set the action: THEN show this field

    • Set the alternative: OTHERWISE hide this field

Publishing & testing

  1. Push the changes live

  2. Create or select a form type containing both Industry and Business Sector fields

  3. Create a gate with this form type

How it works for users

When users interact with your form:

  • Initially, only the Business Sector field will be visible due to the show/hide rule

  • When a user selects "Education" from Business Sector, the Industry field appears showing only education-related options

  • Similarly, other Business Sector selections will display their relevant industry options

Important note: When using progressive form type behavior, ensure that both fields are displayed on the same step. This prevents a confusing customer experience where users might only see reduced Industry options in subsequent sessions.

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