Hi, I want to add to the opportunity a drop down field with the title " purpose of donation"
I want to give 10 different purpose in that drop down. Until here i'm ok.
but I want to add one more field in the drop down that stat "Add new" and when the user select that give him the option to write down a new purpose that will be added to the drop down permanently.
and a field "other" that also give the user the option to write down a new purpose but that won't be added to the drop down permanently
thanks!
Hi Dror! At my org we did something similar to what Terry suggested to track referrals. Junction objects have worked really well for us, but they can be a little tricky to set up. They might also cause you to have dirty data if a user accidentally creates a new purpose of donation when they aren't supposed to. Let's say one of the purposes of donation is to support A New Dawn's English language learning program. A user might think the donation they're entering doesn't match perfectly, so they create a new option: 'English Education'. This sets off a spiral of dirty data as other users start picking the new 'English Education' option instead of the English language learning program. Before you know it your data is spread out over several different options, making reporting quite difficult. To stop this at my org, we had to take away the option to make new referrals, basically nulling your use case.
I would recommend pursuing Deb's solution because it encourages your users to try to fit the purpose of donation into an existing value. The one thing I would change about Deb's suggestion is adding an 'Other purpose of donation' field that is required if users choose 'Other'. That way users can still save their records without needing to reach out to you. You can have clean reports, and you'll still have the option to create a new picklist value if you notice a pattern in the 'Other purpose of donation' field.
