Logic for dependent fields and user criteria

[Ashutosh4]

Hello all, 

I have a requirement where i have to create two fields, 
Category and sub category 

Where we have dependency , example If category is having options a, b, c and sub category has values a1,a2,a3,b1,b2,b3.....


If a is selected a1,a2,a3 should be visible and so on.

This is taken care.

But now there is also an ask where i have to restrict the drop downs based on if a user is present in a group (HR ops as example )or not, or if the company name matches with = 'xyz' then it should limit few options.

Like if I am part of the group HR ops, 

Then I should be able to see a1 if a is selected, and if a user is there from other company again with using logic he should see only a2, if a user qualifies both criteria he should see a1 a2 and a3 , something like this.


Any help is highly appreciated.

[UmesH77]

Hello @Ashutosh4 , 

You can do this , 

Clear sub-category options
• Re-add only allowed values based on:

• Selected category

• User group

• User company

you can use Onchange  client script for achiving this , 

as In provided some , use it as your requirement

function onChange(control, oldValue, newValue, isLoading) {
if (isLoading || !newValue) {
return;
}

// Clear existing sub-category options
g_form.clearOptions('sub_category');

var category = newValue;

// User conditions
var isHROps = g_user.hasRole('hr_ops'); // replace with group logic if needed
var isXYZCompany = (g_user.company == 'xyz');

if (category == 'a') {

// HR Ops users
if (isHROps) {
g_form.addOption('sub_category', 'a1', 'A1');
}

// Company xyz users
if (isXYZCompany) {
g_form.addOption('sub_category', 'a2', 'A2');
}

// Users matching both conditions
if (isHROps && isXYZCompany) {
g_form.addOption('sub_category', 'a1', 'A3');
g_form.addOption('sub_category', 'a2', 'A2');
g_form.addOption('sub_category', 'a3', 'A3');
}
}
}

if my response is helpfull 🙏, please mark it as helpfull  and accept it as solution.

Regards , 

Umesh

[Ashutosh4]

hey, I tried but its failing, is it due to MY variable type?

My variable type is lookup select box.

And then taking reference from sys_choice and filtering it.

[Tanushree Maiti]

Hi @Ashutosh4 ,

If you want subcategory population based on Category selection, a. under subcategory dictionary, you need to mark it is dependent on Catgory and b. in the sys_choice table properly define the dependent value (category)

e.g you needs this change in incident table.

Go to the incident form open the config dictionary of sub category . 

1. Do this

2) under choice tab ,You can see list of choices . mention the dependent field like below from category.