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Difference between revisions of "Dependent Picklist"

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[[File:Dependentfield.gif|right|thumb]]A Dependent Picklist provides the ability to define (or filter) a group of choices, based on the selected value.  
A Dependent Picklist provides the ability to define (or filter) a group of choices, based on a some other value.  


Any of these field display types can be used to build Dependent Picklists:
===About Dependent Picklists===
These field display types can be used to build Dependent Picklists:
:* Radio Buttons
:* Radio Buttons
:* [[Picklist]]s
:* [[Picklist]]s


 
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.
==How it Works==
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:
:;Example:
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|}
|}


:The resulting ''Child Values'' are created based on associations created between ''Component Parts'' and the ''Sub Assembly'' Parent Value:
:The resulting ''Child Values'' are created based on associations created between ''Component Parts'' and the ''Sub Assembly'' Parent Value.
::[[File:Enumeratedpicklist-dependent.gif|none|upright|thumb]]


==Add a Dependent Picklist==
;Considerations:
:* It is not possible to specify default values for a dependent picklist. (A separate default would be needed for each parent value.)
 
===Using Dependent Picklists===
 
;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
:*It is not possible to specify a default value for a dependent picklist.
<noinclude>
:''Learn more:'' [[Enumerated Fields]]
</noinclude>
===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.
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.


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#::*Enter the picklist values
#::*Enter the picklist values
#:Optionally, modify any of the remaining sections, using the instructions in [[Fields]]
#:Optionally, modify any of the remaining sections, using the instructions in [[Fields]]
#*Click the [Save] button to save your changes
#Click '''[Save]'''
{{:Manage Enumerated Values}}
#:
#Optionally, click the [Reorder Picklist Values] button to change the order (applies only when ''Sort List Alphabetically'' option is unchecked)
#In the Enumerated Values section, click '''[Manage Values]''' to specify the collection of all possible values.
 
#:
 
#In the Dependent Picklist Associations section (at the bottom):
Learn more: [[Enumerated Fields]]
#* Click the '''[Add Associations]''' button.
#* Choose the Dependent Picklist Values to be associated with each Parent Value.

Latest revision as of 19:46, 24 January 2012

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.
Considerations
  • It is not possible to specify default values for a dependent picklist. (A separate default would be needed for each parent value.)

Using Dependent Picklists

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
  • It is not possible to specify a default value for a dependent picklist.
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 specify the collection of all possible values.
  5. In the Dependent Picklist Associations section (at the bottom):
    • Click the [Add Associations] button.
    • Choose the Dependent Picklist Values to be associated with each Parent Value.
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