Enabling Hierarchical Selection

Hierarchical selection can be enabled for Auto Complete List validations only.

To enable hierarchical selection:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. On the shortcut bar, click Configuration > Validations.

  4. From the Validations Workbench,

    If you are creating a new validation, click New Validation. Enter the required fields (Name and Reference Code). For Component Type, select Auto Complete List. For Validation By, select SQL - Custom.

    If you are updating a validation, click List, and then find and double-click on the validation.

  5. Select the Enable Hierarchical Selection? checkbox. The Hierarchical Display tab is enabled.

    Note: If you cannot select the Enable Hierarchical Selection? checkbox, hierarchical selection cannot be enabled for the validation.

  6. From the Hierarchical Display tab, set the following fields:



    Is folder selectable?

    In a hierarchical selection, a parent node may be a container for selectable values or the parent node may be a selectable value.

    Enable this checkbox if the parent node is a selectable value. Selecting this checkbox allows the parent node value to be selected as the field value.

    Disable this checkbox if the parent node is only a container or folder. Disabling this checkbox does not allow the parent node value to be selected as a field value.


    Provide the Select statement that queries the database information. An ending semicolon is not necessary. See Hierarchical Display Tab Query Example for more information.

  7. Enter any other information for the validation.

  8. Select OK.

If a field uses this validation, the hierarchical selection icon ( ) appears next to the field.