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Adding an Item to a Linked Field List

There are two types of linked fields that an Administrator can add to an additional form, or to the Additional Fields section in a Contract, Company, or Project Profile: Linked Combo Field and Linked Multi-Select Field. Both fields work in conjunction with the Combo List, which must be added to the form or Profile first. Next, the Administrator can select the appropriate field type and link it to the Combo List:

  • Linked Combo Field - restricts the selection in the linked field to one item when a selection is made in the Combo List.
  • Linked Multi-Select Field - allows multiple selections in the linked field when a selection is made in the Combo List.

Linked fields have a hierarchical relationship, which allow Administrators control over user responses by limiting the number of options in a secondary (linked) list when the user makes a selection in the primary (combo) list. The relationship between a combo list and a linked field is complex, and Administrators should carefully plan the association before adding linked fields to an additional form or to the Additional Fields section in a profile.

   A linked field can be added to a company, contract, and project additional form, and to an additional field in a Company, Contract, and Project Profile screen.

In the steps below, which are directly related to the example provided in the Adding a Contract Additional Form topic, the Administrator first adds items to the Milestone combo list. Each item that is added to the combo list will automatically display in the Milestone Completed By linked multi-select field, and item selections can be added for each combo list option.

1.  Click Admin in the Navigation Toolbar, and click the Lists links.

The screen displays an alphabetical listing of categories (Company, Contract, Address, Clause, Document, Global Translation, People, Project, Relationship, and Workflow). Additional forms and additional fields are also listed alphabetically as categories.

LF1.png

2.  In the List Administration screen, locate the Combo List by typing its name (or part of its name) into the Search field, and pressing the ENTER key on your keyboard.

3.  Click on the combo list in the Fields List section to select it, and display a canvas for adding items to the list in the right side of the screen.

4.  Click Add in the toolbar to add a blank record.

5.  In the New Item record, click on the New Item text to enable the field, and enter the name of an item selection for the list.

  • (Optional) Click in the Description field and enter a description for the list item to provide users with information when they hover over the item in the additional form. 

6.  Repeat steps 4-5 to add more selections to the Combo List.

7.  (Optional) Clear the Alphabetical check box if you want the items to appear in the list in the order in which you add them.

8.  Click Save.

LF2.png

9.  In the List Administration screen, locate the Linked Combo Field or the Linked Multi-Select Field that is associated with the Combo List, and click on it to select it.  

  All of the item selections you added to the Combo List display in a hierarchy, allowing you to add item selections for each option.

10.  Right-click on the icon for a Combo List option to display an Add/Delete menu, and select Add.  

11.  In the New Item record, click on the New Item text to enable the field, and enter the name of an item selection for the list option.

  • (Optional) Click in the Description field and enter a description for the list item to provide users with information when they hover over the item in the additional form.

12.  Add at least one item to each list option.

13.  (Optional) Click Icon Expand Hier.png to add a second tier of items to a list, or a multi-select list.  In the New Item record, click to enable the field, and enter the name of the sub-list item for the list item. 

14.  Click Save.

  Once you add list items to a linked field in an additional form, you can edit, disable, and delete the items.