Adding a Relationship between Custom Fields

You can create a relationship between custom fields so that options presented in one field/menu can be filtered based on the value selected in a previous field or menu.

For example, you might want a dependency in your Partner Registration form between Product Area and Products Offered, where the Products Offered field is automatically populated with a list of products that depends on the value a user selects for the Product Area field:

• Product Area = Office Supplies

  Products Offered = Paper Supplies, Furniture and Cabinets, Office Decor

• Product Area = Cloud Services

  Products Offered = File Hosting, Domain Management, Database Services, Laptops and Hardware

• Product Area = Retail Management

  Products Offered = Inventory Tracking Services, Risk Management Analysis, Customer Support Services

You create a mapping between the controlling field and its dependent field(s) in Unifyr One Admin. Relationships can be between any custom fields, provided they are of any of these types: Select, Multiselect, Checkbox, and Radio.

Creating a relationship between fields is a two-step process:

• Add a controlling/dependent relationship between the two fields
• Configure the mapping between values of the two fields

When a field with a relationship is added to a form, both controlling and dependent fields are added together, next to each other in the form. They’ll also be removed together, when you choose to remove the controlling field. You can remove dependent fields individually. For information about adding fields to forms, see How to Add/Remove a Field in a Form.

To create a Field Relationship:

1. Navigate to   > Settings > Forms & Fields.
2. Select the required field category, e.g. Partner or Deal.
3. Go to the Field Relationships tab in the left sidebar.
4. Click Create. The Create Field Relationship window opens.

5. Complete the information to add a relationship between the two fields:

   • Controlling Field - select the field whose values decide the value of another field - for the example, Product Area
   • Dependent Field - select the field whose values are filtered based on the value of its controlling field - for the example, Products Offered

   The fields shown in each list are those of type Select, Multiselect, Checkbox, and Radio that you have available.

   

6. Click Next. The Create Field Relationship matrix opens.

7. Specify the values of the dependent field that should display when a user selects each value of the controlling field. Click the cells in the matrix to select them - a green cell indicates that a value will be shown.

   In the example below, these fields will be used:

   • If Product Area = Office Supplies, show Products Offered = Paper Supplies, Furniture and Cabinets, Office Decor
   • If Product Area = Cloud Services, show Products Offered = File Hosting, Domain Management, Database Services, Laptops and Hardware
   • If Product Area = Retail Management, show Products Offered = Inventory Tracking Services, Risk Management Analysis, Customer Support Services

   

   Note: The Product Area field is set up with the possible values Office Supplies, Cloud Services, and Retail Management.

   The Products Offered field is set up with the possible values Paper Supplies, Furniture and Cabinets, Office Decor, File Hosting, Domain Management, Database Services, Laptops and Hardware, Inventory Tracking Services, Risk Management Analysis, and Customer Support Services.

8. Click Save. The relationship between the two fields is shown in the Field Relationships list.

   

   When a field with a relationship is added to a form, both controlling and dependent fields are added together, next to each other in the form. They’re removed together too, if you choose to remove the controlling field.

   Dependent fields can be removed individually, but can’t be added without their controlling field.

   Note: Dependent fields can’t have their own read-only or display conditions - they inherit the settings given for the dependent field.