Configuring Field Dependencies

Field behavior and properties can be linked to the value of other fields defined for that entity. For example, an object type field can become required when the value in another field in that object type equals the text Critical.

A field can be configured to:

  • Clear when another field changes.

  • Become read only when another field meets a logical condition defined in Table 5-1. Field dependencies.

  • Become required when another field meets a logical condition defined in Table 5-2. Example conditions.

  • Table 5-1. Field dependencies

    Logical qualifier

    Description

    like

    Looks for the specified value to find any matching values in the chosen field.

    not like

    Looks for values in the chosen field that are not equal to the specified value.

    is equal to

    Looks for an exact match of the specified 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 in excess of the value typed in the value field.

    is less than

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

To configure a field dependency:

  1. From the Workbench shortcut bar, select Deployment Mgmt > Object Types.

    The Object Type Workbench window opens.

  2. Open an object type.

    The Object Type window opens.

  3. Select and edit an existing field or create a new field.

    The Field window opens.

  4. Click the Dependencies tab.

  5. Set the field dependencies, using one of the following options:

    • 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 indicate that, if certain logical criteria are satisfied, the current field is to be read-only.

      This field functions with two adjacent lists that contain logical qualifier, and a field which dynamically changes to a date field, list, or text field, depending on the validation of the selected field.

    • In the Required When field, select a field name to indicate that the current field is to be required if certain logical criteria are satisfied.

      This field functions with two adjacent lists that contain a logical qualifier, and a field that dynamically changes to a date field, list, or text field, depending on the validation of the selected field.

  6. Click OK.

    This adds the field dependencies to the Fields tab of the Object Type window and closes the field window.

  7. Click OK.