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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Fieldsets > Setting Up Conditional Fieldsets
This procedure sets up (configures) a conditional fieldset.
Setting up a conditional fieldset involves the following tasks:
| • | Add lookup fields and their values to the fieldset |
| • | Order the fields into a control field / dependent field(s) relationship |
| • | Define conditional behaviour (set up fieldset rules) - each lookup value in a control field is configured to display a pre-defined collection of lookup values in one or more dependent fields |
| • | Test the conditional fieldset |
Pre-requisites:
| • | Plan the fields, and the structure of the fieldset |
Perform the following steps:
| 1. | Use your administrator credentials to log in to KnowledgeTree's web interface; then, to open the Document Fieldsets section, click DMS Administration - Document Metadata and Workflow Configuration - Document Fieldsets. |
| 2. | On the Document Fieldsets page, in the Existing document fieldsets table, locate the fieldset you want to work with; then, to open the Edit Fieldset [fieldset name] page then, click the edit icon for the relevant fieldset. |
| 3. | Add Lookup fields and their lookup values: |
| 3.1. | On the Edit Fieldset [fieldset name] page, click Add New Field. |
| 3.2. | On the Add New Field page, add a field name, field description, and define whether the field is 'required'. Click Add Field. |
| 3.3. | To add lookup values to the new field, click Add Lookups; then, on the Add Lookup Values page, add lookup values (one per line). When you're done, click Add Lookups. The Edit Fieldset [fieldset name] page re-opens. |
| 3.4. | To add more lookup fields, repeat this step. |
| 4. | Set one lookup field as the 'master' field: |
Note: A 'master' field is the first field presented to users. User-selected lookup values in
the master field determine the display of subsequent fields.
| 4.1. | On the Edit Fieldset [fieldset name] page, click Manage Field Ordering. |
| 4.2. | On the Manage Field Ordering page, select a lookup field; then, click Set Master Field. The system re-opens the Edit Fieldset [fieldset name] page. |
| 5. | Define the lookup fields controlled by the master field: |
| 5.1. | Click Manage Field Ordering. On the Manage Field Ordering page, in the Order Fields section, select one or more lookup fields in the second drop-down (the first drop-down is the control field, and by default, contains only the master field the first time you order fields). |
| 5.2. | When you're done, click Order. The system re-opens the Edit Fieldset [fieldset name] page. |
| 6. | Arrange field order relationship (control field / dependent field) for the rest of the lookup fields in the fieldset: |
| 6.1. | On the Edit Fieldset [fieldset name] page, click Manage Field Ordering. On the Manage Field Ordering page, select a field in the control drop-down (the first drop-down); then, select a dependent field (one or more) in the second drop-down. When you're done, click Order. The system re-opens the Edit Fieldset [fieldset name] page. |
| 6.2. | To order more fields, repeat this step. |
| 7. | View existing field ordering: |
| 7.1. | Click Manage Field Ordering on the Edit Fieldset [fieldset name] page. A summary of the current field order displays in the Existing ordering section on the Manage Field Ordering page. |
| 7.2. | To change the field ordering, go back to step 4 to reset the master field, then re-order all the lookup fields. Resetting the master fields deletes the existing field order. |
| 7.3. | If you're satisfied with the existing field order, return to the Edit Fieldset ... page. To do this, click on the fieldset name in the breadcrumb. |
| 8. | Set up the fieldset rules: |
Note: This step assigns behaviour to lookup values (values in control fields define the
lookups that display in dependent fields):
| 8.1. | On the Edit Fieldset [fieldset name] page, click Manage Conditional Behaviours. |
| 8.2. | On the Editing Fieldset Rules (Simple) page, select a value in a control field (e.g. the 'master' field is the first control field); then, select dependent lookup values in the fields that are dependent on the master field. Click save this dependency. Repeat this step for each lookup value in the control field. |
| 8.3. | Click edit field to set up the control/dependent behaviour for the next set of fields. |
| 8.4. | Select a value in the control field; then, select one or more values in the dependent field. |
| 8.5. | When you're done, click save this dependency. |
| 8.6. | Repeat this step for each lookup value in the control field. |
| 8.7. | Repeat this step until all control values are assigned behaviours. |
| 8.8. | When you're done, click the fieldset name in the breadcrumb to return to the Edit Fieldset [fieldset name] page. |
| 9. | Test the conditional fieldset: |
| 9.1. | On the Edit Fieldset [fieldset name] page, click View Overview. |
| 9.2. | In the Test Instance section on the page you can click through the fieldset you set up to ensure it works the way you want it to. |
| 9.3. | To keep the existing configuration, use the breadcrumb to navigate away from the page; alternatively, to edit the fieldset, click the fieldset name in the breadcrumb to return to the Edit Fieldset [fieldset name] page where you can add, edit, or delete fields and/or their lookup values, re-order the fields (you will need to reset the master to re-order the fields), change conditional behaviour (fieldset rules), or change fieldset details. |
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