My organization is comprised of divisions, corporate branches and an entity called TELF. Divisions contain portfolios, which in turn contain programs. Branches contain business units which contain groups:
I'm trying to create a form so I can enter everything I know about a particular client. Where I'm stuck is creating a conditional lookup field for the above hierarchy.
Do I need to create a single form for each division that contains all the portfolios and programs or do I create separate forms for corporate branches, divisions, programs, portfolios, etc.? I want to be able to select the division a person is in, and then I only want to see the portfolios listed in that division, and then I want to see a drop down list of programs listed in that particular portfolio. I tried creating a separate form for the divisions and portfolios and corporate branches, but the lookup field won't let me establish a relationship between data in the custom fields – only the system generated ones.
Any feedback welcome.
Thanks.