Dependent custom fields

Tags:

Usecase:

One of our customers sells time limited software licences. Different licences can have different periods, for example

“Licence A” could be available for 1 year only,
“Licence B” available for 1 months, 3 months, 6 months, 1 year, 2 years, 3 years,
“Licence C” for 1 year, 2 years, 5 years

To organise internal processes, they use “List” custom fields on tasks, one field is “Licence” and second one is “Period” with all possible values. To make work process clear and to avoid the Human mistakes, customer needs to restrict possible periods for different licences, and when user select “Licence C”, then in “Period” field he can select only 1 year, 2 years, 5 years. He can’t select 1 month, 6 months or any another value.


Competition:

We need to create an option how to set up dependencies between values of 2 different “List” custom fields.

 

Solution:

To solve this issue, we created a new custom field type “Depended list”. To set it up we need to create 2 fields

Depended_custom_fields_list

- Parent field
1 - Select the field format “List”
2 - Name the field
3- Add possible values

Depended_custom_fields_main_field_settings

 

- Depended field
1 - Select the field format “List (depended)”
2 - Name the field
3 - Add possible (depended) values
4 - Select the parent field and save the filed settings.

Depended_custom_fields_depended_field_settings

 

When you save the depended field with selected “Parent” field the setting matrix appears and you can set up relations between values of 2 different custom fields.

Depended_custom_fields_depended_field_settings_matrix

Please, keep sure that both this fields will be available for same projects, same trackers and will be visible for users who will work with them.


When all required settings are complete, you can use that fields on your tasks, projects and any another entities.

Depended_custom_fields_on_task

 

Depended_custom_fields_on_task

 

Depended_custom_fields_on_task


 
Minimal required version:

Hello

my name is Enzo from Profforma Italy and I need this functionality for a customer, I'm using Easy Project 2019 Essential Platform 8.14
in the list of custom field formats I can't find "List (depended)" and can't go on
please can you tell me how to solve the problem

Thanks so much

Dear Lilia, thank you for your feedback. It is very much appreciated. Let the community vote.

Dear Enzo, this was only a feature request from Lilia. If you would like to support this request you can rate this article http://prntscr.com/r3wghu.

Thank you

Good news, this feature is going to be added to in version 10, very very soon :)
It will have multiple levels, not just one.