Edit a List Configured Field Relationship

As an administrator, you can edit a field relationship by selecting or deselecting the items within a related list configured field to determine which items should be included. On the Field Relationships page, each row displays the driving configured field, the list value, the related configured field, the quantity of values that exist within the relationship, and the owning workspace for each field relationship assignment.

Configured fields and list values are read-only on this page. After you create a field relationship, you can only select or deselect list items from within the related configured field to include or exclude them from the relationship assignment. To manage list configured field values, see Change a List Configured Field Value.

To edit a field relationship:

  1. Navigate to the Project configuration page
  2. On the page, select the Field Relationships tab.
  3. Open the Edit Field Relationships panel using one of the following options:
    • Select the Context menu for the field relationship, and then select Edit.
    • On the field relationship row, double-click on the Quantity field.
  4. In the Edit Field Relationships panel, review the list items associated with the related configured field in the relationship:
    • Select Show All to display all items in the list. You can also perform a search to find a specific list item, and then include or exclude it from the relationship.
    • Select Show Selected to remove unselected items from the view and only display items that are included in the relationship.
  5. Select or deselect list items to edit the field relationship, and then select Update.
  6. Select Save.