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How do I create a cascading option list?

A cascading option list allows users to make selections based on previous choices.

The list consists of a primary list of choices (for example ‘City name’), where selecting one option triggers the display of a dependent list ( for example ‘Store location’).

To create a cascading option list:

  1. Click on the Settings icon located in the top-right corner of the page

    Dashboard-settings

  2. In the left-hand menu, navigate to “Forms” and select “Option lists

  3. Click on “New Option list” on the top right corner of the page

    Add-opt-list-1-1

  4. Enter the name for your option list

  5. Click into your list and click on “Add option

  6. First add a primary option, in this case ‘Fraud & Corruption' 

    Sub-category-add-opt

  7. Then add an option that depends on the previously added primary option. Click on the “Move right” button to make this option dependent on the option above. 

    Sub-cat

  8. The dependency can have a third level. Click on the “Move right” button again in order to make this a tertiary option.

    Overview-multi-opt

Let’s take the example above

Primary: Main category is Fraud & corruption.

Dependent 1st level : The sub-categories are Antitrust, Corruption & Bribery, Money Laundering and Theft.

Dependent 2nd level: The sub-sub category of Theft is Misuse of Assets