Hello!
Without creating a TON of branches/conditions/display logic, is there a way to leverage a list in the library to display options based on a previous answer?
Example
Q1 - What is the name of the Account Owner?
_* This is a drop down question with 600 options _
Q2 - What account did you visit?
_* This is a drop down question that would display the account associated to the account owner in the spreadsheet in the library. As of this moment there are almost 12,000 accounts. _
The reason I am trying to provide a drop down list for the account name is so that I can map the response back to SF (free text entry allows errors/inconsistent responses). I have been able to create a drop down list of 8k, but it bogs down the system and is a ton for the user to search. Each Account Owner has 10-20 accounts, if I could display only the accounts that the selected account owners has, the UX would be much better and I would still be able to map the responses.
Thoughts?
Page 1 / 1
@KOgles
Are you uploading two separate CSV files for this or just one? If you have one CSV file where column A is the name of the Account Owner (repeated once for each account) and column B has the accounts (listed only beside the correct account owner) then you should be able to use a drill-down that limits the accounts to those mapped to the selected owner. I've attached an abbreviated example.
Are you uploading two separate CSV files for this or just one? If you have one CSV file where column A is the name of the Account Owner (repeated once for each account) and column B has the accounts (listed only beside the correct account owner) then you should be able to use a drill-down that limits the accounts to those mapped to the selected owner. I've attached an abbreviated example.
If I remember correctly, a drill-down question is limited to 10,000 rows, which rules it out since you'll have 12,000. Also, the drop-downs aren't searchable.
I would store the account list in an external database, and use select2 and ajax to populate the select2 searchable drop-down.
I would store the account list in an external database, and use select2 and ajax to populate the select2 searchable drop-down.
@VirginiaM this would work but I have over 10,000 cells (max allowed for drill down). I have 9,500 account that have an account owner so that puts me at 19k cells. I suppose I could group it alphabetically to work around the 10k max but now I need to see if a drill down question will map back to Salesforce.
Leave a Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.