With the new cascading marketing form fields i Dynamics 365 Marketing, you can design forms that surface the relationships between data attributes, for example filter and display only a subset of cities based on the pre-selected region, or filter and show only the learning classes that are available based on previous education level.
To create cascading marketing form fields
- Create and populate two new option set fields in the contact entity, eg region and city
- Create two new Form Fields in Dynamics 365 Marketing and map them to the above contact fields
- Create a new Marketing Form in Dynamics 365 Marketing and add the two new form fields to the form
- Select the form field that displays the child option set (2) and define its parent (3) and the relationships (4) between the parent field’s items and the child field items
With this new feature you can fine tune your Forms to support as frictionless experiences as possible