Why use dynamic picklists
Dropdowns (or picklists) can significantly improve form usability when properly implemented. When you have two related picklists, you can use the selection in the first dropdown to filter options in the second. This creates a more intuitive user experience by only showing relevant choices.
This guide demonstrates how to use Business Sector selections to dynamically filter Industry options.
Step 1: Create your picklist fields
First, create two picklist fields:
Business Sector
Industry
Step 2: Create dynamic filtering rules
Now, create rules to narrow Industry options based on the Business Sector selection:
Rule example for education sector
Trigger:
Set to run continuously (since Business Sector can change in real-time)
Conditions (IF):
Business Sector equals "Education"
Actions (THEN):
Change Industry picklist options to:
Higher Education
Library Education
Primary Education
Repeat for all business sectors
Create similar rules for each Business Sector value, with appropriate Industry options for each:
Step 3: Control field visibility
To improve user experience further, make the Industry field appear only after a Business Sector is selected:
Trigger:
Continuously
Conditions (IF):
Business Sector field is not empty
Actions (THEN):
Show Industry field
Otherwise: Hide Industry field
Step 4: Publish and test
Push the changes live
Create or select a form type containing both Industry and Business Sector fields
Create a gate with this form type
How it looks to web users
At first, only the Business Sector field displays:
When "Education" is selected, the Industry field appears with filtered options:
Similarly, other Business Sector selections show their relevant Industry options:
Important note
When using progressive form behavior, ensure both fields appear on the same step. Having them on different steps can create confusion when users only see reduced Industry options on the next session.