Creating Parent and Child Custom Combo Boxes on Project Add/Edit Form

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Transcript:

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In this video, I'm going to show you how to create a combo box that has a parent-child relationship. So, let's say you pick value one, and value one has sub-values A, B, and C. Then, value two has sub-values D, E, and F.

From the custom fields, choose "Configure." I'm choosing "Project." I already have my first combo box; this is going to be the parent. I will choose "Add Field," and I'm going to call this the child combo box.

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My input control is a combo box, and notice that I have a parent combo box choice. I'm going to choose the one I already have.

Now, you'll notice here that when I want to put my list values in for parent one, I want to have value A as a choice. For parent one, I want value B to be a choice, and for value one, I want C to be a choice. Then, for value two, I want D, E, and F to be the choices. Now, of course, these wouldn't be A, B, C, and D; I'm just using this to make it easier to understand.

Field number two is my first combo box; custom combo box is field number one. You can make it required if you want. This one I do want as a report filter, and I do want it to be grouped by. If you need to understand that, watch some videos on making reports.

So I'm going to go ahead and save that combo box, and now to test it, I'm going to projects. I'll choose "Add Project," and I can put my name on my project. In my parent combo box, I want value one; here's A, B, and C like I just entered. Now, I want to go and choose value two; it'll clear the value, and D, E, and F are true choices here. So, this is how you can make two combo boxes linked in the parent-child relationship. You can do more than two; you can have three or four. You know, you can chain as many as you want. Normally, it's just parent-child, which is pretty common and typical for people.