AnsweredAssumed Answered

What is the best practice to create categorized fields?

Question asked by zeta1600 zeta1600 on Jun 25, 2014
Latest reply on Jun 26, 2014 by zeta1600 zeta1600
Greetings.

I am new to sugar and not a programmer. Actually, pretty new to crm (period)!  We would like to be able to do the following on the contact form.

Contact
Email
Address
Etc..., then.
SuperCategory
    >category A
        > subcategory 1
            > item 1
            > item 2
        > subcategory 2
            > item 1
            > item 2
    >category B
        > subcategory 1
            > item 1
            > item 2
        > subcategory 2
            > item 1
            > item 2
    >category C
        > subcategory 1
            > item 1
            > item 2
        > subcategory 2
            > item 1
            > item 2
           
So, in our contacts, we'd like to
add fields. I think we figured out how to do that. And, we've also
figured out how to add a tab/panel. I think we also figured out how to re-use drop-down fields (item 1, item 2) on subcategory 1, subcategory 2, subcategory 3.

But, how do we apply the drop down in category A, category B, category C. I think we can do a Tab like so: Tab/ Panel/ Drop Down. But, then, what happens if we have yet a higher or lower level?

Can someone give me at some guidance on how to do this best so that when we go to edit a contact, it's user friendly.

Boy, I sure hope that makes sense.

Thank you very much in advance.




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