Configuring item dependencies involves adding and configuring item dependency controls and creating dependency-creation forms for each. The types of item dependencies you can use is set in the System Settings module.
When you put an item dependency control on a form in the View Designer tab, you must configure the dependency by specifying the dependency type, which attributes are to be displayed, and whether the attributes come from the dependency, source side of the dependency, or target side of the dependency.
Once the item dependency control is configured, you need to create a summary form for users to create dependencies.
To add an item dependency
- From the top-level navigation, open the Admin module.
- Select Customization.
- Select the View Designer tab.
- Under View Layout, select the item type, its associated view, and the form on which the dependency will appear.
- Under Controls, click and drag the Investment Dependency control to the layout pane. Size and position the control as necessary.
- Under Properties, click the button for the Configuration attribute to open the Investment Dependency Configuration dialog box.
- In the Side drop-down, select Source or Target.
- In the Dependency Type drop-down, select the dependency type that will appear in the view. This list shows only those dependencies whose source or target includes the item type selected in the view layout.
- Move the attributes that you want to display in the view under Column Attributes.
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Click Save
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Under View Layout, click Save .