I'm using SP2010 Foundation. Corporate governance forbids customization beyond stylesheets controlling fonts/colors/etc. No access to Visual Studio or SP Designer, so I'm looking for some out-of-the-box thinking to help me achieve my intended results with OOTB SharePoint. That's the world in which I'm working.
We have a catalog of job aids as List Items. The items are composed of a Title, a text field for the Job Aid Content and a dropdown box choice for a Category. Now, we're looking at adding a second column for a Subcategory. Legacy items will be easy to change in datasheet view, but I'm trying to modify the manner in which new items are entered. As a new job aid is created, I would like the Subcategory to be based on the entered Category. For instance, if the main category is Billing/Payment, my subcategories are limited only to Payments, Account and Refunds. I don't want to see Payment Arrangements which is a subcategory of Collections.
I can envision a series of separate lists, BillingSubCats, CollectionsSubcats etc., each list containing the relevant SubCategories for a specific Category. But how would I forceBillingSubCatsto populate the dialog drop down when Category has been selected as Billing?
Perhaps I could do a single Subcategory list and some sort of validation check BASED on the Category column.
Before I proceed, I'd like to know if my requirements are even possible without some sort of scripting or SPD work. If so, what's the best way to proceed on this?