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Dynamic Field Visibility Control

243 bytes added, 17:58, 10 July 2017
Define the branch dependent custom field
===Create new Dynamic Field Visibility Control===
The Dynamic Field Visibility Control feature can be created against [[Level 1 Entity| level 1s]], [[Level 2 Entity|level 2s]], [[Level 3 Entity|level 3s]], [[User|users]] and [[Organization|Organizations]].
The Dynamic Field Visibility Control feature can be created against [[Level 1 Entity| level 1s]], [[Level 2 Entity|level 2s]], [[Level 3 Entity|level 3s]], [[User|users]] and [[Organization|Organizations]].
* Click on the Dynamic Field Visibility Control link for the entity that you wish to create the feature against.
 
[[Image:Dynamic Field Visibility 1.png|border]]
* Click on the Dynamic Field Visibility Control link for the entity that you wish to create the feature against.
[[Image:Dynamic Field Visibility 1.png]]
* A list view of previously configured logic is displayed. Click on the '''New Dynamic Field Visibility Control''' button.
 
[[Image:Dynamic Field Visibility 2.png|900px|border]]
* The New Dynamic Field Visibility Control is displayed. Populate the Name and, if necessary, the description field and click Save.
[[Image:Dynamic Field Visibility 3.png|900px|border]]
* The New Dynamic Field Visibility Control is displayed. Populate the Name and, if necessary, the description field and click Save.
[[Image:New Dynamic Field Visibility.png|900px|border]]
* When the page refreshes then the Primary field icon is exposed. This is used to define the Primary field.
[[Image:Dynamic Field Visibility 4.png|900px|border]]
 
* When the page refreshes then the Primary field icon is exposed. This is used to define the Primary field.
 
[[Image:Dynamic Field Visibility Created.PNG|900px|border]]
 
 
 
 
 
* It is also possible to limit the Dynamic Field Visibility Control to a particular Template type.
 
[[Image:Dynamic Field Visibility - Template type.PNG|900px|border]]
===Define the Primary field===
* Click on the Primary field icon. This exposed the Edit Field option, which includes a drop-down showing all Check Box and Combo Box custom fields available for the current entity.
[[Image:Dynamic Field Visibility 5.png|border]]
* Select the relevant custom field and click on the Apply button. The field name will now appear instead of the Primary Field text.
[[Image:Dynamic Field Visibility 6.png|border]]
* Click on the text field within the Add New Branch screen to expose and select one of the Primary field options.
[[Image:Dynamic Field Visibility 7.png|border]]
* Click on the Apply button. You will be taken back to the Dynamic Field Visibility Control screen, which will show all branches created under the Primary field. The screen shot below shows 2 branches, one for the English option associated with the ''Available in'' field, and one for the French option associated with the ''Available in'' field.
[[Image:Dynamic Field Visibility 8DynamicFieldVisibility8.png|border]]   
===Define the branch dependent custom field===
* Click on the text field within the Add New Field screen to expose and select a custom field. All available custom field types will be listed, not just the combo and check box options.
[[Image:Dynamic Field Visibility 9DynamicFieldVisibility9.png|border]]
* Click on the Apply button. You will be taken back to the Dynamic Field Visibility Control screen, which will show the branches created under the Primary field as well as the custom field under the relevant branch.
NOTE: If you select a [[Custom Field Type: Select Many – Check Boxes|Select Many – Check Box]] or a [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field as the branch dependent custom field then you can add another level of field branching logic. If the field is not one of these 2 types then no further branching is permitted.
[[Image:Dynamic Field Visibility 10.png]]
 
[[Image:DynamicFieldVisibility10.png|border]]
===Deleting branching or branch dependent custom field===
NOTE: You will not be permitted to copy to a Primary field options that currently has a configured branch.
[[Image:Dynamic Field Visibility 11.png|border]]
*Click on the Copy button and click OK in any subsequent pop-ups. You will be taken back to the Dynamic Field Visibility Control screen, which will show the original branch and the new branch, both appearing with the same custom fields and sub-branches underneath.
==See Also==
[[Custom Fields]]
 
[[Category:Universal Tracking Application]][[Category:System Management]][[Category:UTA Settings]]
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