How to Set Value dependency on Contacts?

Updated on June 15, 2016 11:58PM by Admin

Value dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the particular field’s value. By default, the values found in drop down is visible in all conditions. Note: Make sure that value dependency is applicable for drop down attributes.

To Set Value dependency

  1. Log in and access Contacts App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout
  3. Click on particular field to set value dependency. Note: Click on drop down field to set value dependency.
  4. You will view the inspector column at the right side in which you would find the field properties.
  5. Enable the “Value Restriction” toggle to “On”
  6. Define the condition for that field to be visible
  7. Here, we have added two drop down fields, "Role Type" and "Functional Area". The values of the field "Functional Area" must be dependent on the values of the field "Role Type". 
    Custom Fields
  8. Click on "Functional Area" field and set the Value Restriction
    Set 1 

    Group 1 

    Driving Attribute = Role Type
    Driving Values = CEO, CFO 
    [Attribute Values = Payroll] (The values that is to be visible in "Functional Area" drop down)
  9. The below image illustrates the above defined condition: 
    Value Dependency Criteria
  10. Click on "Save" button to save the changes.
  11. On the Contact create page, you must view "Payroll" value in "Functional Area", when "CEO" value selected in "Role Type" as shown in the image below:
    Contact Create Page