Configuring User Field Dependencies


You must define the relationship between the independent User field and its dependent field before you can configure dependent values. The dependency relationship is defined in SBM Composer. For an example of how to define a dependency based on a User field, refer to User Field Dependency Tutorial.

The following steps explain how to configure dependencies for a project in which a User field is the independent field. For steps on how to configure this setup for an auxiliary table, refer to SBM System Administrator Guide.

You can also override the dependent field selections for independent User fields in projects. You can override these settings for a parent project and inherit them in child projects, or override these settings for each project in the hierarchy.

To configure User field dependencies in projects:

  1. From the Projects view, select a project, and then click Details.
  2. Select the Default Fields tab.
  3. Navigate to or search for the independent User field, and then click Details.
  4. Select the Attributes tab, and then verify that the field has user values. If not, add selections following the instructions in Adding User and Group Values.
    Note: Users set as values should have privileges to view, submit, and update items in the projects for which dependencies are defined.
  5. Select the Dependencies tab.
  6. From the Select value to override list, select a value.
  7. In the Fields Dependent on Independent Field Name pane, search for or select the dependent field for which you want to override the available values.
  8. In the Selections in Dependent Field Name pane, clear the check boxes for the values that should not be available for the value you are configuring, or select values that should be available. You can search for user values as needed.
  9. Optionally, select a default value from the Default Value list. You can also search for a user to set as a default value.
  10. Repeat steps 6-8 for each independent field selection.
  11. Save your changes.