Add a List Configured Field Relationship: Example

This example demonstrates how to create a list configured field relationship to use within a project workspace.

Let us assume that you are an administrator who creates two list configured fields when setting up a project: Regions and Departments. The Regions field contains the following list values: Northern, Southern, Eastern, and Western. The Departments field contains the following list values: Engineering, Finance, Logistics, Manufacturing, and Packaging. The administrator then sets up field relationships to help sort departments (the related field) by region (the driving field) for the project, referencing the table below.

Northern	Eastern	Southern	Western
Engineering	Engineering	Finance	Logistics
Finance	Finance	Manufacturing	Packaging
Logistics	Logistics	Packaging
	Manufacturing

Creating 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. On the Project page, select Configured Fields, and then select Add.
3. In the table, complete the following fields:
   1. In the Column Label column, enter Regions.
   2. In the View Column Name column, enter Regions.
   3. In the Data Type column, select List.
4. In the detail window, select List to define the list configured field.
5. In the Value column, add one region per row and modify as needed: Northern, Eastern, Southern, and Western.
6. Select Save.
7. Repeating the previous steps, create a second configured field for Departments that contains the following values: Engineering, Finance, Logistics, Manufacturing, and Packaging.
8. Select Save.

Creating a Field Relationship for a List Configured Field

1. On the Summary&Settings: Project page, select the Field Relationships tab.
2. Select Add to open the Add Field Relationships panel.
3. In the Configured Field list, select Regions. This configured field will drive the other list values assigned to the relationship.
4. In the Value list, select Northern from the list of regions you defined when you created the list configured field.
5. In the Related Configured Field list, select Departments.
6. In the Value list, select each department from the list that should be assigned to a relationship with the Northern region. In this case, the administrator selects Engineering, Finance, and Logistics.
7. Select Add and Add Another.
8. In the Configured Field list, select Regions, and then select Southern in the Value list.
9. In the Related Configured Field list, select Departments.
10. In the Value list, select Finance, Manufacturing, and Packaging.
11. Continue adding field relationships until all necessary field relationships between Regions and Departments list values are established.
12. Select Save.

Displaying a Field Relationship on the Projects Page

1. In the object selector, select Project, 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.