AgileApps Support Wiki Pre Release

Dependent Picklist

From AgileApps Support Wiki
Revision as of 00:38, 9 November 2011 by imported>Aeric (→‎Add a Dependent Picklist)

A Dependent Picklist provides the ability to define (or filter) a group of choices, based on a some other value.

About Dependent Picklists

These field display types can be used to build Dependent Picklists:

For example, in manufacturing, a computer might be created from a few Sub Assembly items, each made up of available component parts. The Component Parts might be enumerated, based on inventory level, for example.

Example
Field Name Field Display Type Available Values
Sub Assembly Picklist

External Case Assembly / Circuit Board Kit / Data Storage Devices / Ports and cables

Component Parts Dependent Picklist (select Sub Assembly as Dependent Field)

ST-2342 / ST-99843 / ST-3209 / ST-0094 / FR-23432 / FR-6530 / FR-9093 / RF-234 / RF-235 / RF-237 / GTT-34534 / GTT-0779 / GTT-300567 / GTT-300595 / GTT-300827 / GTT-300857

The resulting Child Values are created based on associations created between Component Parts and the Sub Assembly Parent Value:

Working with a Dependent Picklist

Considerations
  • After a dependent field association is created, the Use Label for grouping option cannot be enabled for any of the parent or dependent field values
  • A field cannot be deleted if it is a "parent" for a dependent field
  • If the "parent" field of a dependent field is changed, a confirmation message appears, requesting the user to acknowledge that data will be lost if the change is executed
  • Dependent picklist values cannot be reordered

Learn more: Enumerated Fields

Add a Dependent Picklist

For each Dependent Picklist, a "parent" field is selected, which defines the top-level field in the dependency hierarchy. Additional values ("child" fields) are defined within the dependent picklist. The resulting dependent picklist is created by associating "child" field(s) with each "parent" field.

This is a two-step process; first, create the "parent" field, then create the Dependent Picklist (the "child" field).

  1. Using the instructions in Fields, create a new field of any of the following types, add picklist values and save the field (this will be used as the parent field):
  2. Using the instructions in Fields, create a new field of type: Dependent Picklist, and enter the following information:
    Label
    The field label that will be displayed
    Display Type
    Dependent Picklist
    Parent Field
    • Select the "parent" field (created in the previous step)
    • Enter the picklist values
    Optionally, modify any of the remaining sections, using the instructions in Fields
  3. Click [Save]
  4. In the Enumerated Values section, click [Manage Values] to work with the list of values.
    -or-

Add an Enumerated Value

  1. In the Dependent Picklist Associations section (at the bottom), select the Add Associations button. Choose a Parent Value and select the Dependent Picklist Values to be associated with it.