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Fields visibility based on a dropdown number

Andrea Finlay

Hi, what would be the best way to configure the following example:

Let's say the business is a car service company, where a customer (Account) can have 1 or more cars. The company needs to record the last date when the oil and tires were replaced and when each of them will need to be replaced depending on the number of cars in an Account.

I need is to create a 'number of cars' field and if the number 1 is chosen, then 4 field for oil and tires appear (last changed and next due for each component), but if the 'number of cars' field is 2, then 8 fields for oil and tires will appear.

I am not sure if I need to create these field as 'Dependent' fields or if it will be better to use a formula... or if this is possible at all.

I have attached a sketch of what I am trying to achieve.

Thank you in advance,

Andrea

   

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    Hi Andrea,

    SugarCRM is undoubtedly the best CRM on the market (I call it "The poor person's Salesforce.com").  You can very easily adapt the SugarCRM modules to match your business model.

    You could create all of the fields in the Accounts module and set each of them as "visible if" based on the number in the number of cars field.

    If I knew more about the business process, I might suggest creating a new module or "hijacking" an existing module for "cars"...

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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    Hi Andrea,

    SugarCRM is undoubtedly the best CRM on the market (I call it "The poor person's Salesforce.com").  You can very easily adapt the SugarCRM modules to match your business model.

    You could create all of the fields in the Accounts module and set each of them as "visible if" based on the number in the number of cars field.

    If I knew more about the business process, I might suggest creating a new module or "hijacking" an existing module for "cars"...

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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