Mandated alignment between category and sub-category fields | Community
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LynneWhitman
August 12, 2022
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Mandated alignment between category and sub-category fields

  • August 12, 2022
  • 3 replies
  • 583 views

DESCRIPTION OF NEED:

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For fields where there is a Category and a Sub-Category (example using cars: Toyota (category) Corolla (sub-category), it would be helpful if there was a custom field type that would allow for the category and sub-category to always remain in sync.


CURRENT LIMITATIONS:

  • Currently on a custom form, I can use display logic to show my sub-category only when the proper category is selected. HOWEVER this can not be accomplished on a report.
  • Currently, if I select a category and sub-category, then CHANGE the category, the data remains in the sub-category field creating invalid data.
  • Currently, there is no out of the box way to select the sub-category and have it imply the Categories above (example…. Selecting Corolla under Sub-Category would automatically infer Toyota as the Category and make the change). This is the case for either custom form or report.

Why is this feature important to you - Automated and mandated Metadata / Taxonomy conformance vs. one-off resources and time to measure and manually address

 

    3 replies

    Ross_Barton
    Ross_Barton
    Level 4
    August 12, 2022

    Would love taxonomy functionality in custom fields. We currently leverage company, portfolio, and program as a client taxonomy (client, brand, campaign) which still has issues of its own as a faux taxonomy, plus it limits our ability to use these as true project management functions. So many possible use cases for this!

    William
    Community Advisor
    WilliamCommunity Advisor
    Community Advisor
    August 15, 2022

    This behavior can be described as "enhanced data validation" and is a long time customer request. I suggest searching the forum for prior submissions relating to data validation rules and promoting those posts so that demand for the request is not diluted across multiple posts.

    If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf
    K
    KevinQu1
    Level 10
    August 16, 2022

    Also known as "cascading fields" or "hierarchical fields." I already have an Idea submitted for this, as have others. Been a couple of years just for mine, probably longer than that overall.

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