Grandparent, Parent Child Relationships

ericmast

Hello, I am not a developer but I am hoping that someone can help me understand if the following is possible:

Can FileSite 8.2 be configured to support Grandparent, Parent, Child relationships within drop down lists? We want to be able to define Classification (Grandparent), Matte Type (Parent) and Matter Subtype (Parent) relationships so that the selection at the highest level drives different options as an end user selects data in the drop down list. A real world example would be a Matter Classification (Grandparent) of CASES drives the 5 Types (Parent) of cases which in turn limits the options at the Subtype (Child) level. Is this possible? Does it require custom coding?

Many thanks!

reesbevan

This is not possible using the current metadata structure. However, if all you are wanting to do is control the lists from the dialogs (New Profile, Search, New Version, etc) then you can control what displays using the nrsscripts. So, for instance you could use Custom3 as your Grandparent, Custom1 as Parent and Custom2 as Child. Then, based on the selected value in Custom3, display a subset of values from Custom1.

eg -

Custom3 alias values: ABC,DEF,GHI,JKL
Custom1 alias values:ABC-123,ABC-234,ABC-345,DEF-123,etc

Then, when custom3 = ABC, display only Custom1 values which begin with ABC. And so on.

Allan