Cascading User Field

After logging in to your desired project, click on the menu (the three horizontal lines) if not already seen on the extreme left pane.

Locate Configure as shown in the below screenshot and Expand it by clicking the > icon. Locate Document Types and left-click on it.

Select the required Doc Type and left-click on it. For this demonstration, we have selected and clicked GEN (General Correspondence). 

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. 

Under the General Tab, locate Type, and using the drop-down arrow, select CASCADING as shown in the below screenshot. 

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

Click on the Options Tab as shown in the previous window and you will find that the window will change to display the Options to add the layers as shown in the below screenshot. 

Think beforehand how many layers you want and by what name you are going to address those layers. For this demonstration, we will be showing three layers in the manner of Building>Floor>Room. This means that in the form in this demonstration which is General Correspondence, you will find the UserField Location will have a drop-down menu to select Building 1, 2, or 3. Once you choose the Building, you will then have the option to choose which Floor it is and then followed by which Room it is. You can have multiple layers depending on the requirement. 

The two fields in this window where you will be populating data are Code and Description. You can have any code you want. For example for Building you have BLD or BLDG; it totally depends on you. The Code will always start with a Forward Slash  ' / '. So you will enter a / and then the code and then click on the Add Option button. For adding a Second Layer you will need to specify the code of the First Layer and then followed the / and the second Code. See the below screenshot. For the Second Layer, it says /BLD/FLR: Floor 1. The colon ': ' differentiates the Code from the Description. The left side of the colon is the Code and the right side of the colon is the Description. 

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. 

QR Code - Print Parent Level

Added ability to print just the parent level of a Cascading Field as a QR code

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.

1. Simple mode
2. 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. 

Full Cascading User Field Code in the Title

When you configure the title of a form to be based on a cascading user field, it will now display the full code path of the cascading option selected for that form when it is created. 

Previously this only showed the code of the last level that was selected.