Dynamics Community Forum Thread Details

Dependent fields for marketing form

Hi forum folks, a question about marketing forms...

My organisation wants to include dependent/cascading drop downs in our website's marketing forms. Specifically, we want to include fields where “Country” is the parent field and “State or province” is the child field. “Country” is a dropdown option set with all countries listed alphabetically. If the user selects either Australia, Canada, or the United States, the State or province field presents them with a dropdown of all the states for that country. I have created both of these fields as global option sets and set up the field relationships in the marketing form. This aspect seems to be working fine.

The issue I’m running into is with the other countries. We only really need the state specified for those three countries listed above, and we can hopefully avoid unnecessary time and effort involved in setting up states or provinces for all countries. However I am getting an error message that each child field requires a parent field in order to create a contact record. This happens regardless of whether or not the child field is marked as required.

The outcome I want is this: when a user selects a country other than AU, US or CA, the state or province field becomes inactive (greyed out) OR it allows them to enter a response as text.

A less elegant solution would be that selecting any of those other countries causes the state province field to display “Outside of the US, Canada or Australia” or something to this effect, but that feels kind of exclusionary and – well, rude. This would also require someone to set those dependent relationships for all countries to trigger that one response, which seems like a waste of time.

Would love to get your input on this. Thanks.

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