Dependent Fields

Admins within ML Schedules can create dependencies in their fields with a parent/child relationship. This article will explain the logic of this feature and demonstrate its functionality. 

Parent fields can only be the following field types:

1. Yes/No

2. Yes/No w/ required Notes

Child Fields can be any type.

Setting up the relationship

1. Go to Admin > Manage Request Form

2. Select the Fields Tab

3. Add a New Y/N field or Edit an Existing Y/N Field - Manage Fields (Create A Custom Field)

4. Click the Relationship Tab

5. Switch it from Independent to Parent

6. Once the Parent is selected, you can choose the child fields. These fields will automatically populate via Modal on the request form once the parent field is triggered (The Modal only triggers automatically when someone clicks Yes)

7. Click "Save and Return to List"

At this point, that one parent/child relationship has now been configured. Now, we're going to show how it is utilized.

Utilizing this Feature

1. Submit a New request

2. Select a Space where the parent field is enabled

3. The parent field will be displayed on the request form with a "Dependent Icon" ()

4. Once you select YES on the Parent field, the Modal will automatically display the child questions

The Modal will display.

5. Fill out the child field like you would any other field.

6. Click Save.

You will then return to the original request form to finish any remaining questions.

Note: Child Fields will be accounted for invoicing and the Agree to Estimated Cost Page. 

Utilizing this Feature (Request Details/Edit)

1. Locate your Request

2. Click the Info Tab

The Parent Fields will all be listed first. Following that, the child fields will display, so they will NOT be right next to each other yet. We plan on adding this in future iterations.

#1 = Parent Field

#2 = Child Field.

Editing a Child Field

1. Go to the Request Details

2. Click the Edit button

3. Locate the Child Field

4. Make your Adjustment

5. Click Save. 

The process is the same as editing a One-Time event - Editing a Single Facility Use Request

Note: Editing a recurring event will be the same process as well. You will just need to check off the child field before making your edit - Editing Recurring Events

Video Tutorial

If you have any questions regarding this feature, please submit a ticket to our support portal here - https://support.mlschedules.com/hc/en-us/requests/new