Create a Field Relationship Between List Values in Configured Fields

Create and manage custom field relationships between list values in configured fields to cause the values to change depending on choices that a user makes. Only users with Add, Edit, and Delete privileges enabled for Configured Fields at the workspace level can create and modify field relationships. Users who need to modify list configured fields marked as Restricted must also have the Add, Edit, and Delete privileges enabled for Restricted Configured Fields at the workspace level. For more information, see Field Relationships Overview.

To add a field relationship for list configured fields:

1. Navigate to the Project configuration page
   1. In the object selector, select Workspace.
   2. In the object selector, beside a workspace name, select , and then select View Summary & Settings.
   3. On the Summary & Settings page, select Defaults & Options, and then select Project.
2. Select the Field Relationships tab.
3. Select Add to open the Add Field Relationships panel.
4. In the Configured Field list, select a configured field from the workspace that will drive the subsequent fields in the list.
5. In the Value list, assign a value. This value is a list item from within the driving configured field.
6. In the Related Configured Field list, select a related field from the options that are available in the workspace.
7. (Optional) Select Add and Add Another to add the field relationship and continue building a field relationship chain with your selections.

   Note: One configured field can drive a maximum of eight configured fields within the same relationship chain.

8. Select Add to add the field relationship to the list, and the panel closes automatically.
9. Select Save.

After creating configured field relationships, you need to enable them in a view on the Projects page.

To display configured field relationships as columns on the Projects page:

1. In the object selector, select Project, and then select View Projects List.
2. Select Settings to open the Manage Views panel.
3. Select a view, and then select the Columns tab.
4. In the Available Columns section, in the General category, select the list configured fields, and add them to the Selected Columns section.
5. Apply the view:

   In the Manage Views panel:

   1. Select Save.
   2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
   3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
6. Select Close.