Making sub subcategory dependent on subcategory and category.

sanjeevkalia · ‎08-09-2015

Hi Folks,

I have a requirement of adding a new field on the change request form called "Sub Subcategory".

We already have "Category" and "Subcategory" fields on the change form and subcategory is dependent on category. This is OOB functionality.

Now this new filed "Sub Subcategory" should be dependent on Category.Subcategory. So basically the choice list for "Sub Subcategory" should refresh based on the value of "Category" and then the "Subcategory" both.

I am able to make this new field "Sub Subcategory" depend on "Subcategory" but it then ignores the value of Category that is selected.

How can this be achieved?

Tanaji Patil · ‎08-09-2015

Hi Sanjeev,

You just need to make the sub-subcategory dependent on subcategory as you did in the screenshot.

If I am not understanding wrong, your subcategory depends on category and your sub-subcategory depend on subcategory.

category > subcategory > sub-subcategory

So depending on the selection in the category field your subcategory choices are displayed and based on the selection in subcategory your sub-subcategory choices will be available.

In short your sub-subcategory depends on both category as well as your subcategory.

If you want a choice to be displayed in the subcategory for two values in the category then create two choice records in subcategory for each value in category. Similarly with sub-subcategory field.

For e.g. lets take

Category - Category 1

Category 2

Category 3

Subcategory - Subcategory 1 (when Category 1 or Category 3 selected)

Subcategory 2 (when Category 2 selected)

Subcategory 3 (when Category 1 selected)

Sub-subcategory - Sub-subcategory 1 (when Category 1 and Subcategory 1 or Category 1 and Subcategory 3 selected)

Sub-subcategory 2 (When Category 2 and Subcategory 2 selected)

Now in the choice list of Subcategory field you need two records with Label 'Subcategory 1' but with different values (lets say values are Subcategory 11 and Subcategory 31), one for Category 1 and one for Category 3.

Again in the Sub-subcategory choice list you should have two records with label 'Sub-subcategory 1' but with different values, one should have dependent values as Subcategory 11 and another should have Subcategory 3(value of Subcategory 3).

I hope this helps you

Thanks,

Tanaji

View solution in original post

Tanaji Patil · ‎08-10-2015

Ya that you have to do. But you can use easy import to reduce your work instead of doing manual work.

Just you need to prepare the excel and import it.

Check out - can we load categories and sub categories from a spreadsheet

angelawells · ‎11-24-2015

Can you explain how you got it to work? for example I have a category of SAP>RTR>Accounts Payable, SAP>RTR>Accounts Receivable Currently my sub-subcategory is showing all available choices and not just the ones applicable to SAP>RTR

Tanaji Patil · ‎11-24-2015

Hi Angela,

If my understanding is not wrong SAP if your category option, RTR is you sub-category option and 'Accounts Payable and Accounts Receivable' are your sub-subcategory options.

Make sub-category field dependent on category and sub-subcategory dependent on sub-category(Please check second screenshot shared by Sanjeev above for help on how to make a field dependent on other).

In the choice record of RTR in the sub-category field's 'choices' related list make dependent value as 'SAP'(considering that the labels and the values are same. If not then use the value).

Now in the choice records of Accounts Payable and Accounts Receivable in the sub-subcategory field's 'choices' related list make dependent value as 'RTR'(considering that the labels and the values are same. If not then use the value)

Thanks,

Tanaji Patil

--Mark correct/helpful if it helps resolving your issue.

Daniel R2 · ‎02-01-2023

@Tanaji Patil -

We have 2 select box variables on a record producer.

The first select box will be mapped to the category field and the second select box will be mapped to the subcategory field.

There are 2 options in the first select box. How would we go about mapping the options in the second select box to the subcategory field, because they require a dependent value from the category, however we have 2 category options?