Show/Hide Choices based of field selection

karlab
Tera Contributor

Hello,

 

Please show how to achieve the following. If I select "Architecturally significant" the only option to be displayed should be "NAS" if I select "NOT Architecturally significant" the only options displayed should be full or simplified. How do I achieve this?

 

 

karlab_0-1726664693648.png

 

1 ACCEPTED SOLUTION

This can be achieved using Catalog UI Policies by doing the following:

  1. Change "Refinement" and "Technical Governance Intake Path" to "Select Box" variable types and add the respective choices.
  2. Create a Catalog UI Policy named "Show technical governance intake path" with the conditions below and add the UI Policy Action to show the "Technical Governance Intake Path" variable (i.e., Visible is True)
         a. Refinement is Architecturally Significant OR Refinement is Not Architecturally Significant
  3. Create another Catalog UI Policy named "Architecturally significant choices" with the following script in "Execute if true":

    Screenshot 2024-09-18 at 10.46.01 AM.png

     

  4. Create another Catalog UI Policy named "Not architecturally significant choices" with the following script in "Execute if true":

    JordanVignoni_0-1726670869453.png

     

I completed this configuration in my PDI, and it displays the desired choices for each "Refinement" option (see below): 

Screenshot 2024-09-18 at 10.49.07 AM.png    Screenshot 2024-09-18 at 10.48.57 AM.png

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7 REPLIES 7

Jordan Vignoni
Tera Guru

You can use a Catalog UI Policy.  However, you appear to be using a "Multiple Choice" type.  If you change it to "Select Box", and add all the available choices, you can remove choices when the desired "Refinement" option is selected.

How do I remove the choices when the desired refinement is selected? I tried using catalog UI Policy but I can't figure out how to only populate the choices based of the refinement selected

This can be achieved using Catalog UI Policies by doing the following:

  1. Change "Refinement" and "Technical Governance Intake Path" to "Select Box" variable types and add the respective choices.
  2. Create a Catalog UI Policy named "Show technical governance intake path" with the conditions below and add the UI Policy Action to show the "Technical Governance Intake Path" variable (i.e., Visible is True)
         a. Refinement is Architecturally Significant OR Refinement is Not Architecturally Significant
  3. Create another Catalog UI Policy named "Architecturally significant choices" with the following script in "Execute if true":

    Screenshot 2024-09-18 at 10.46.01 AM.png

     

  4. Create another Catalog UI Policy named "Not architecturally significant choices" with the following script in "Execute if true":

    JordanVignoni_0-1726670869453.png

     

I completed this configuration in my PDI, and it displays the desired choices for each "Refinement" option (see below): 

Screenshot 2024-09-18 at 10.49.07 AM.png    Screenshot 2024-09-18 at 10.48.57 AM.png