Configuring User Data Field Dependencies

Field behavior and properties can be linked to the value of other fields defined for that entity. A Report Type field can become required when the value in another field in that report type is Critical.

You can configure a field to:

  • Clear after the value in another field changes.

  • Become read-only after another field meets a logical condition defined in Table 9-2. Field dependencies.

  • Become required after another field meets a logical condition defined in Table 9-2. Field dependencies.

    • Table 9-2. Field dependencies

    Logical Qualifier

    Description

    like

    Looks for close matches of the value to the contents of the field chosen.

    not like

    Looks for contents in the selected field that are not close matches to the value field.

    is equal to

    Looks for an exact match of the value to the contents of the field chosen.

    is not equal to

    Is true when there are no results exactly matching the value of the field contents.

    is null

    Is true when the field selected is blank.

    is not null

    Is true when the field selected is not blank.

    is greater than

    Looks for a numerical value larger than the value typed in the value field.

    is less than

    Looks for a numerical value less than the value typed in the value field.

    is less than equal to

    Looks for a numerical value below or the same as the value typed in the value field.

    is greater than equal to

    Looks for a numerical value larger than or the same as the value typed in the value field.

To configure a user data field dependency:

  1. From the Workbench shortcut bar, select Configuration > User Data.

    The User Data Workbench opens.

  2. Select an existing user data type or create a new user data type.

    The User Data Context window opens to the Fields tab.

  3. Select the field, and then click Edit.

    The Field window opens.

  4. Click the Dependencies tab.

  5. Set the field dependencies, as follows:

    • In the Clear When The Following Changes field, select a field name to indicate that the current field is to be cleared if the selected field changes.

    • In the Display Only When field, select a field name to display the field only (for example, not editable) if specific logical criteria are satisfied. This field functions with a list that contains logical qualifiers and with another field that dynamically changes to a date field, list, or text field, depending on the validation for the selected field.

    • In the Required When field, select a field name to indicate that the field is to be required if certain logical criteria are satisfied. This field functions with a list that contains logical qualifiers and with a field that dynamically changes to a date field, list, or text field, depending on the validation for the selected.

  6. Click OK.

  7. In the Field window, click OK.

  8. In the User Data Context window, click OK.