In Sage Sales Management, dynamic and dependent fields are key tools for improving the user experience and ensuring that information is captured in a contextual and accurate way.
What are dynamic fields?
A dynamic field is a custom field that is shown or hidden depending on the value selected in another field. This feature allows you to adapt forms to the user's specific needs in real time.
Example: Display the "Previous Year Billing" field only if the "Company Type" field is set to "Client".
What are dependent fields?
A dependent field is also a list of values, but its content changes based on the selection made in another list field. In other words, the available options are filtered according to the origin field.
Example: The "Payment Method" field displays different options if the company type is "Client" or "Distributor".
Important considerations
This functionality is only available for custom fields
Both the origin and the destination fields must belong to the same entity (e.g. Companies, Opportunities, or Activities).
The origin field must be a list of values.
To create a dependency, the destination field must also be a list of values.
Step-by-step configuration
1. Access the custom fields editor
Navigate to the corresponding module (Companies, Opportunities, etc.).
Open the edit view of an existing extra field or create a new one.
2. Configure a dynamic field
Select an origin field that is a list of values.
Define the values that will make the field visible.
Save the changes and test the behaviour in the form.
3. Configure a dependent field
The field must be a list of values.
In the edit view, select the origin field that will determine the available values.
The specific configuration of the dependent values is done within the value list definition itself.
Best practices
Use dynamic fields to display only context-relevant information.
Use dependent fields to avoid data selection errors.
Before implementing, ensure the fields are correctly linked and tested.