Create a Dependency

Prerequisite: ClosedControlling and dependent attributes must be assigned together to at least one activity typeClosed A template for activities that defines what attributes are available and required, and what workflows are associated with the activity. or activity type groupClosed A collection of related activity types, used to organize and manage activity types more efficiently..

  1. Click > Activities > Settings > Attribute DependenciesClosed They help in creating logical relationships between different attributes of activities, making data entry more efficient and reducing errors. A relationship between two attributes (typically drop-down or multi-select fields) where the options available in one field (the dependent field) are determined by the selection made in another field (the controlling field)..

  2. Click Create Dependency in the lower right corner.

  3. In the Controlling Attribute list, select the attribute that controls the second list.

  4. In the Dependent Attribute list, select the controlled list.

  5. Optional: Enter a short and concise description.

  6. Specify for each controlling attribute option which dependent options are valid. Some, all, or none of the dependent options can be selected for each controlling option.

  7. Click Save.

You have set-up a dependency.