Conditional Actions - Conditional Choices

Make a dropdown or multiselect field only display a sub-set of choices based on a defined condition

There might be times when several choices are presented in a picklist (dropdown or multiselect) field, but only specific choices apply in specific circumstances. This is where conditional choices come in. To set one up, follow these steps:

  1. On any Dropdown field or Multiselect field, open the conditional action editor, create a new action, and  select the “Conditional Choices” action

  2. Define the condition

  3. Within the formula editor, select the choices that will apply when the condition is met