Relational Fields

Katrina Miles
Katrina Miles Member Posts: 5
First Anniversary 5 Likes First Comment Photogenic
edited September 2023 in Ideas and Product Feedback #1

It would be great to have relational fields that only display when a core field is filled with a certain answer.

For example:

Field 1 is Business Type with Single Option Select of End User, Partner, etc

If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and Agreement Level.

I would assume this is in a similar vain to this post but extends the grouping/subsection to display level also: https://community.pipedrive.com/discussion/12494/details-pane-subsections

I know this is technically possible to automate when they do not select the desired answer to autopopulate those other fields with Not Applicable but this visually is not user friendly as for some profiles this would create more Not applicable fields than anything.

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