Adding field relationships

Add field relationships to restrict values users can select in a child field based on the value selected in a parent field. For example, you can add a field relationship with Product as the parent field and Version Found as the child field to make sure users can only select a valid version number an issue was found in based on the corresponding product.

Keep the following in mind:

• A parent field can have one or more child field relationships. A child field can only have one parent. A child field can also be the parent of another field.
• User fields cannot be set as parent or child fields.
• Workflow event fields can only be parents to other fields in the same workflow event.

1. Click Administration.

The Admin Home page opens.

2. Click Field Relationships.

The Field Relationships page opens.

3. Select an Item type.

4. Click Add.

5. Select a Parent Field. When users add or edit items, the value selected in this field restricts the values in the child field.

Dropdown fields that support multiple selection cannot be parent fields.

6. Select a Child Field. When users add or edit items, the values available in this field depend on the value selected in the parent field.

Fields already set as a parent or grandparent for the selected Parent field cannot be used because they create circular references. For example, if Field A is the parent to Field B in a relationship and Field B is the parent to Field C in another, you cannot select Field A or Field B to be a child of Field C. Fields already set as the child field in a relationship also cannot be used because a child field can only have one parent field.

7. Click .

The Edit Field Relationship page opens.

8. Select or clear values in the Child Field list for each value in the Parent Field.

You can search for a value in the lists. In the Child Field list, click Select All to select all values or Select None to clear all values.

9. Click Save to save the changes.