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After the DocType is clicked, scroll down the rightmost pane towards the end until you see UserFields with an Edit USR button.
Once the Edit USR button is clicked, you will see a pop-up window as shown in the below screenshot. Select the required UserField from the left side of this pop-up window. For this demonstration, we have selected and clicked the Location UserField with the code C1. You can only click on the Code in this window.
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Under the General Tab, locate Format and tick the Checkbox for Description where it says "display". Choosing this option will show the description rather than the code which you are going to populate in the Options Tab.
Writing the Cascading Layers
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Keep doing the above steps for the number of layers that you want to assign but remember that the Code will always start with the Forward Slash ' / ' and you need to mention the previous Layers when trying to add a multi-layer option like /Code of First Layer/Code of Second Layer/ Code of Third Layer/Code of Forth Layer and so on.
Once this window is populated with the required layers, click on the General Tab and then click on the Update button. The window will need to be closed and you will need to click on the Update button again on the Doc Type page as shown in the below screenshot.
Once the above steps are done, go ahead and create your required Doc Type. For this demonstration, we will create a General Correspondence. See the below screenshots to see how the Cascading field looks like. For this demonstration please see the Location field.
Select Multiple Options in Cascading User Fields
In the configure for a cascading user field, there is now an "Allow Multiple" option.
Once this is turned on you will be able to select from one of 2 options.
- Simple mode
- Advanced mode
In Simple Mode - you will only be able to select multiple cascading values at the last level.
In Advanced mode - you will be able to select the values at parent and sub levels.
The look of a cascading user field has also changed. It now resembles a tree structure that you expand to find the value that is needed.
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Previously this only showed the code of the last level that was selected.
