Building a cascading picklist

[#1]

Here are the steps for adding cascading picklists into the SalesLogix web client.  The example only shows two picklists, but the steps can be used to add 3, 4, 5... cascading picklists.  A separate project would be adding in a new Administrator form that allows you to enter the picklist values directly into SalesLogix instead of having to key the data into SQL.

1)      Add a custom table called SampleDepend (or whatever you want) into Application Architect.

·         Include FieldA  (string)

·         Include FieldB (string)

2)      Enter in picklist relationship into SQL (directly key data into SQL table)

Record	Field A	Field B
1	Small	5
2	Small	10
3	Small	20
4	Medium	100
5	Medium	200
6	Medium	300
7	Large	1000
8	Large	2000

3)      Add in custom fields into an existing table to hold data from picklists.  In this example I used Accounts

·         FieldA (string)

·         FieldB (string)

* The custom field names in the existing table do not need to match the fields in the custom table

4)      In Application Architect go to Account ( SalesLogix Application Entities) – Right click – Update Properties – check boxes for Field A + Field B – Save All - Build Interfaces.

5)      Open up an existing form or follow the standard steps for adding in a custom tab.

6)      Enter Dependency control on form

·         Unbound

·         Dependency Lookups

o   FieldA

BindingPropertyName: FieldA            <-- Pulling from Account

LookupEntityName: SampleDepend 

DropDownDisplayProperty: FieldA    <-- Pulling from SampleDepend

ParentProperty:  <leave blank>

PropertyDisplay: Field A:                    <--  Caption

o   FieldB

BindingPropertyName: FieldB          <-- Pulling from Account

LookupEntityName: SampleDepend

DropDownDisplayProperty: FieldB   <--  Pulling from SampleDepend

ParentProperty:  FieldA                       <--     Pulling from SampleDepend

PropertyDisplay: Field B:                    <--   Caption

·         Row Span = 2

7)      File – Save All

8)      CTRL + Build Web Platform

9)      Redeploy