How to Set Value dependency on Invoices?

Updated on March 5, 2018 10:07PM 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 value of a particular field. 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.

Lets take a quick walk to see have to set value dependency for a particular field.

Steps to Set Value dependency in Invoices

  1. Log in and access Invoices App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout
  3. Click on the 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, "Payment Term"(Default field) and "Receipt Method"(Custom field). The values of the field "Receipt Method" must be dependent on the values of the field "Payment Term"
  8. Click on "Functional Area" field and set the Value Restriction
    Set 1 

    Group 1 

    Driving Attribute = Payment Term
    Driving Values = Immediate, Net 30 
    [Attribute Values = Electronic Transfer] (The values that is to be visible in "Receipt Method" drop down)
  9. The below image illustrates the above defined condition: 
  10. Click on "Save" button to save the changes.
  11. On the Invoice create page, you must view "Electronic Transfer" value in "Receipt Method", when "Net 30" value selected in "Payment Term" as shown in the image below:

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