Dependent Fields in Record Producer for CSM

[Edwin Pimentel]

I am trying to create a record producer for the CSM portal.

One of the requirements is to add category and subcategory. To approach this I used a Select Box for category and a Lookup select box for subcategory and used reference qualifier to filter the subcategory based on the category.

This works fine for my dev account but when I try to impersonate a "contact" the subcategory is empty.

 If I use a select box for the subcategory it shows every subcategory regardless of the category.

If there other way to filter it? What is the best approach?

[Dinesh87]

Hi @Edwin Pimentel 

Note :- It seems to be lengthy as i have attached photos but it is pretty easy you can look into it.

Here i will explain about how i have the done whole process by checking this you can make changes.

i have created a small demo for your understanding. i will share step by step instructions you can follow it. It will work after Impersonate also.

Step 1 :-

1)Created a table with two fileds Category and Sub category with choices and make them dependent with Category.

2.Now move on to Record Producer and Create one.

(a)Give table that you are created or anything existing table in Record producer.

(b)Catalog must be Customer Service as you wanted to use in CSM Portal.

(c)Create a Variable named Category and make changes in Type Specifications Section as shown in Snapshot.

Note :- Everything should be same but in Reference qualifier you need to change the table name and field name as per you Requirement.

3.Now create second variable and named as subcategory and make changes in Type Specifications Section as mentioned in the snapshot.

 Note :-  Everything should be same but in Reference qualifier and in Variable attributes you need to change the table name and field name as per you Requirement.

Output :- Visibility in CSM Portal in my instance and after Impersonate. Please check these 4 snapshots.

Mark my answer correct & Helpful, if Applicable.

Thanks,

Dinesh