UDF Relationships

Version 5.2

You may define a Parent-Child dependency between User Define fields such that selection from one list defines a subset for another. Or vice versa, selection from a list will automatically populate another field. For example, a Parent field could be your company sales regions, with the Child field being your sales representatives. Entering a sales region would limit the selection options for sales representatives, only showing the ones that work in the selected reqion. Likewise, choosing a sales representative would automatically enter his or her sales reqion.


To Define Field Relationship

  1. Choose a Parent from the One column.
  2. Choose a Child from the Many column. You may define up to three relationships.
  3. Click Save

To Define Lookup Tables

  1. Create your "parent" table as you would for a normal table lookup.
  2. Create your "child" table. When entering your table values for the "child" table you will have the option of selecting the associated "parent" value as shown below.